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Price vs Value
1st Quarter 2025
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Houston, We Have a Problem!
4th Quarter 2024
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Thank You, Chef
3rd Quarter 2024
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Crowded Trades and Bifurcated Markets
2nd Quarter 2024
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The Classics
1st Quarter 2024
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Charlie Munger: The Abominable No-Man
4th Quarter 2023
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Center of Gravity
3rd Quarter 2023
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The Chain Reaction of Discovery
2nd Quarter 2023
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Warning Signs
1st Quarter 2023
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Disappearing Tailwind
4th Quarter 2022
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The Long Run
3rd Quarter 2022
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Foucault’s Pendulum
2nd Quarter 2022
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The Punch Bowl
1st Quarter 2022
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The View from Lagrange Point 2
4th Quarter 2021
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Save the Rockies
3rd Quarter 2021
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Research, Development and Persistence
2nd Quarter 2021
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The Sky is on Fire
1st Quarter 2021
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The Perils of Consensus Forecasting
4th Quarter 2020
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One Elephant
3rd Quarter 2020
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Margin of Safety
2nd Quarter 2020