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Is it Really Just the Mag 7?
A short comment on the Mag 7 dominance
Nov 28
•
Conor Mac
30
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Is it Really Just the Mag 7?
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Moats & Capital Allocation
Pat Dorsey on what makes a moat
Nov 21
•
Conor Mac
62
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Moats & Capital Allocation
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18
54 Stores and Counting
Kura Sushi (KRUS) FY2023 Results
Nov 9
•
Conor Mac
20
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54 Stores and Counting
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Why International May Finally be a Focus at Chipotle
Assessing the change in narrative for Chipotle's international expansion
Nov 8
•
Conor Mac
36
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Why International May Finally be a Focus at Chipotle
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13
Speculation Temptation
Why smart investors repeatedly make stupid decisions
Nov 3
•
Conor Mac
43
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Speculation Temptation
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October 2023
Share Cannibals
Why they are attractive, and where to find them
Oct 24
•
Conor Mac
40
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Share Cannibals
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15 Books to Read Before You Die
The books i'd recommend to my 18-year old self
Oct 18
•
Conor Mac
70
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15 Books to Read Before You Die
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Why don't you just sell all your stocks and buy ETFs, you'll probably have better performance?
Why people pick stocks
Oct 4
•
Conor Mac
62
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Why don't you just sell all your stocks and buy ETFs, you'll probably have better performance?
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September 2023
The Fate of the SPY and $400b+ Rests in the Hands of 11 Ordinary Individuals
Thanks to a quirk in the legal structure used to set up America's first ETF
Sep 29
•
Conor Mac
30
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The Fate of the SPY and $400b+ Rests in the Hands of 11 Ordinary Individuals
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What is The Next Burrito?
Simple and stupid can sometimes be good
Sep 20
•
Conor Mac
18
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What is The Next Burrito?
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2
Here is the Problem with Thematic ETFs
And how not to construct a Luxury ETF
Sep 14
•
Conor Mac
27
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Here is the Problem with Thematic ETFs
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August 2023
Neglected Aspects of Investing
Aspects of investing that often go unsaid and underappreciated
Aug 31
•
Conor Mac
45
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Neglected Aspects of Investing
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