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What I Learned After Studying 30 Years of Howard Marks Memos
A long-term investor’s guide to risk management, market cycles and avoiding costly mistakes
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The 15 Academic Papers That Will Make You a Better Investor
Apr 21, 2025
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Better Than Bloomberg: The 15 Investment Tools That Will Make You a Better Investor
Jun 19, 2025
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How to Read a Cash Flow Statement Like a Pro Investor
May 22, 2025
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How to Analyze a Balance Sheet Like a Pro Investor
Mar 24, 2025
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Investment Thesis: Adobe, Inc. ($ADBE)
Is Adobe being disrupted… or misunderstood?
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Quick Thoughts: Meta ($META) Acquires Manus for $2bn
My first impressions on Meta’s billion-dollar deal - its third-largest ever
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Portfolio Update: January 2026
The wins and mistakes behind a +33% year in 2025 - and the outlook for 2026...
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Why Great Businesses Rarely Look Cheap (and Why That’s the Point)
Why quality beats valuation over time
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How to Allocate Capital Like Mark Leonard
The hidden principles behind 30%+ annual returns, sustained over decades...
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The Secret Metric for Finding 100-Baggers
Your research process will never be the same
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2025 Retrospective: The Best of Jimmy’s Journal
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