Investment Talk

One Year On: The Crowdsourced Portfolio

Assessing the performance of the crowdsourced portfolio from last year

Nov 27 • 

Conor Mac

28

64

3

October 2025

In Defence of Capitalism

"The ****ing supermarkets are making record breaking profits"

Oct 23 • 

Conor Mac

37

6

4

LLM Workflows in the Financial Space

Building a Transcript Summary and thoughts on LLM use cases in financial data

Oct 13 • 

Conor Mac

32

14

4

August 2025

Desktop Alerts

Plus: Database Expansion, Households, Integrations, & more

Aug 19 • 

Conor Mac

27

9

1

May 2025

"Not Financial Advice"

Handling requests for advice from friends and family

May 7 • 

Conor Mac

48

12

5

April 2025

Return is the ONLY Measure of Success

Thoughts on return being the ultimate measure of success for an investor

Apr 14 • 

Conor Mac

62

20

10

March 2025

9 Things I am Thinking About

Mentorship, Single-Thread Leadership, Influence, and Legos

Mar 12 • 

Conor Mac

30

4

3

February 2025

Companies That are Fixated on Buying Back Stock

20 of the most prolific share cannibals of the last 20 years

Feb 17 • 

Conor Mac

71

9

9

Timing is not everything, but it still matters

Waiting helps you as an investor and a lot of people just can’t stand to wait

Feb 6 • 

Conor Mac

43

8

6

December 2024

Custom Data Series

A Game Changing Feature

Dec 20, 2024 • 

Conor Mac

10

3

1

Building for Advisors

PLUS: Integrations, Reports, 2FA, Koyfin Assistant, Quick Actions, and More

Dec 16, 2024 • 

Conor Mac

21

2

November 2024

KRUS: The Issuance Playbook

(NASDAQ:KRUS) Kura Sushi US Q4 FY24

Nov 28, 2024 • 

Conor Mac

19

6

2