There is nothing new in this piece by MM. He has written essentially the same thing for 20 years. And he stands on other shoulders
This is worth reading if you would like to understand adulting in the investment world.
Purloined from The Skorina Letter which was lifted from a Ted Seides interview with Wash U CIO, Scott Wilson. The trustees observed that the best
I don’t know Andrew Left so I am not prepared to comment on his character. But if you are telling me that taking an investment
It’s May 2026 and once again civilization and financial markets have made it 5-ish months into a new year without self-combusting like a Spinal Tap drummer.
This is way too long to read, unless of course you think that understanding business strategy, management, and execution are important variables in investing for
Yes, I tend to see “things in many things” through the lens of investment management, information processing, and the tendencies of behavioral bias. One Stewart
If a PM can get 80% up to speed in 3 minutes of reading before he starts to exercise judgment and how to allocate time, that guts a lot of the graduating class of 2026 and Office licenses
