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How (and why) your favourite companies deflate their earnings.
Detecting financial shenanigans in the companies you love most.
Jan 11
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The Big Ideas
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Investing amid uncertainty - Pt.2
The Kelly Criterion, Volatility, and Investor Psychology (Final Part)
Nov 9, 2025
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Investing amid uncertainty - Pt.1
Notes from Mauboussin and the balance between probability and payoff
Nov 2, 2025
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19
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The investors guide to Probabilistic Thinking - Pt.2
A thorough guide for investors serious about learning probabilities (Final Part)
Oct 19, 2025
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Rational Returns
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How (and why) your favourite companies deflate their earnings.
Detecting financial shenanigans in the companies you love most.
Jan 11
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The Intellectual Edge
15
3
Lessons From A Life Running Money
Insights from an underrated contrarian investor.
Jan 4
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The Intellectual Edge
17
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The Lessons of Howard Marks' Memos pt.2 ('01-'05)
Etorre’s Wisdom (2002)
Dec 28, 2025
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Lessons From A Life Running Money
Insights from an underrated contrarian investor.
Jan 4
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The Intellectual Edge
17
2
The Lessons of Howard Marks' Memos pt.2 ('01-'05)
Etorre’s Wisdom (2002)
Dec 28, 2025
•
The Intellectual Edge
14
2
1
Twelve qualities that make a great portfolio manager
Lessons from 'Investing Against The Tide', by Anthony Bolton
Dec 21, 2025
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The Intellectual Edge
58
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