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Blowing Up, Walter Schloss, Investing Challenges, & The Coffee Can Edge
Market Talk, Edition 75, June 4th 2023
 • 
Conor Mac
8
Navigating the Information Age
The loss of single sources of truth
 • 
Conor Mac
6
May 2023
Career Advice from David Tepper
David Tepper's advice to budding investors on getting started, process, mistakes, and life
 • 
Conor Mac
Life Update, Druckenmiller Sees Nifty Fifty Similarities, The Secrets of John Templeton, & Luxury
Market Talk, Edition 74, May 14th 2023
 • 
Conor Mac
5
Life's Smallest Luxury is not Lost on India
Starbucks Q2 2023, China, and international tailwinds
 • 
Conor Mac
The Winner's Game
Playing consensus games
 • 
Conor Mac
8
Third Wave
JPMorgan gets a sweetheart deal in their decision to acquire First Republic Bank, the third significant US banking failure of 2023
 • 
Conor Mac
April 2023
Infinite Replay Value
Hype cycles, Pachinko, generative AI, and more
 • 
Conor Mac
4
Running Before They Can Walk
(LON: MEX) Tortilla Mexican Grill 2022 results
 • 
Conor Mac
Charts Charts Charts
Thursday 20th April, 2023
 • 
Conor Mac
How the Small Investor 'Could' Beat the Market
In 1984, a 24 year old Joel Greenblatt published a paper on buying stocks that are selling below their liquidation value
 • 
Conor Mac
Catching Knives, The Myth of Cash on the Sidelines, & Conviction Investing
Market Talk, Edition 73, April 16th 2023
 • 
Conor Mac
12
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