Investment Talk
Subscribe
Sign in
Home
Notes to Self
Product Work
Archive
About
Latest
Top
Discussions
Custom Data Series
A Game Changing Feature
Dec 20, 2024
•
Conor Mac
10
Share this post
Investment Talk
Custom Data Series
Copy link
Facebook
Email
Notes
More
3
Building for Advisors
PLUS: Integrations, Reports, 2FA, Koyfin Assistant, Quick Actions, and More
Dec 16, 2024
•
Conor Mac
21
Share this post
Investment Talk
Building for Advisors
Copy link
Facebook
Email
Notes
More
November 2024
KRUS: The Issuance Playbook
(NASDAQ:KRUS) Kura Sushi US Q4 FY24
Nov 28, 2024
•
Conor Mac
19
Share this post
Investment Talk
KRUS: The Issuance Playbook
Copy link
Facebook
Email
Notes
More
6
Why are You Looking at Everyone Else?
Focus on your own game
Nov 26, 2024
•
Conor Mac
60
Share this post
Investment Talk
Why are You Looking at Everyone Else?
Copy link
Facebook
Email
Notes
More
12
October 2024
Why Are We Drawn to Low Probability?
We spend far too much time focusing on how to win the game we are playing, rather than understanding the reasons we are playing at all
Oct 24, 2024
•
Conor Mac
56
Share this post
Investment Talk
Why Are We Drawn to Low Probability?
Copy link
Facebook
Email
Notes
More
14
September 2024
The Complexity Paradox Curve
Why simplicity is the endgame
Sep 20, 2024
•
Conor Mac
58
Share this post
Investment Talk
The Complexity Paradox Curve
Copy link
Facebook
Email
Notes
More
16
Yield Pigs, Durability Value, & Diversification
The TLDR: September 2024
Sep 10, 2024
•
Conor Mac
26
Share this post
Investment Talk
Yield Pigs, Durability Value, & Diversification
Copy link
Facebook
Email
Notes
More
2
August 2024
Crowdsourced Portfolio
Let's create a crowdsourced portfolio that doesn't suck
Aug 26, 2024
•
Conor Mac
34
Share this post
Investment Talk
Crowdsourced Portfolio
Copy link
Facebook
Email
Notes
More
105
Pandemic Darlings That Never Bounced Back
20 of the most severe drawdowns from pandemic favourites that have yet to recover
Aug 19, 2024
•
Conor Mac
76
Share this post
Investment Talk
Pandemic Darlings That Never Bounced Back
Copy link
Facebook
Email
Notes
More
29
Relative Valuation Charts
Plus: Fibonacci Customisation and CAGR Annotations
Aug 14, 2024
•
Conor Mac
23
Share this post
Investment Talk
Relative Valuation Charts
Copy link
Facebook
Email
Notes
More
3
CPR: The Spritz Playbook
(BIT:CPR) Campari Milano H1 FY24 Results
Aug 8, 2024
•
Conor Mac
12
Share this post
Investment Talk
CPR: The Spritz Playbook
Copy link
Facebook
Email
Notes
More
New Wave – Vaulting to Glory?
(NEWA-B.ST, $1.3bn market cap, $1.9m ADVT, 59% free float)
Aug 4, 2024
•
Conor Mac
and
Alex Sweet
22
Share this post
Investment Talk
New Wave – Vaulting to Glory?
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts