Investment Talk

Slop Too Shall Pass

14-JAN-2025

Jan 14 • Conor Mac

26

7

Reads of 2025

Rating the 13 books I finished this year

Jan 2 • Conor Mac

32

4

1

December 2025

Something That Rhymes with QE

The Federal Reserve's Balance Sheet Decline Will End For Now

Dec 11, 2025 • Conor Mac

30

2

3

November 2025

One Year On: The Crowdsourced Portfolio

Assessing the performance of the crowdsourced portfolio from last year

Nov 27, 2025 • Conor Mac

29

69

3

October 2025

In Defence of Capitalism

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

Oct 23, 2025 • Conor Mac

40

6

5

LLM Workflows in the Financial Space

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

Oct 13, 2025 • Conor Mac

34

14

4

August 2025

Desktop Alerts

Plus: Database Expansion, Households, Integrations, & more

Aug 19, 2025 • Conor Mac

28

9

1

May 2025

"Not Financial Advice"

Handling requests for advice from friends and family

May 7, 2025 • Conor Mac

50

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, 2025 • Conor Mac

62

19

10

March 2025

9 Things I am Thinking About

Mentorship, Single-Thread Leadership, Influence, and Legos

Mar 12, 2025 • 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, 2025 • 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, 2025 • Conor Mac

43

8

6