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Blowing Up, Walter Schloss, Investing Challenges, & The Coffee Can Edge
Market Talk, Edition 75, June 4th 2023
Jun 4
•
Conor Mac
35
8
Navigating the Information Age
The loss of single sources of truth
Jun 1
•
Conor Mac
32
6
May 2023
Career Advice from David Tepper
David Tepper's advice to budding investors on getting started, process, mistakes, and life
May 23
•
Conor Mac
42
Life Update, Druckenmiller Sees Nifty Fifty Similarities, The Secrets of John Templeton, & Luxury
Market Talk, Edition 74, May 14th 2023
May 14
•
Conor Mac
31
5
Life's Smallest Luxury is not Lost on India
Starbucks Q2 2023, China, and international tailwinds
May 11
•
Conor Mac
23
The Winner's Game
Playing consensus games
May 9
•
Conor Mac
53
8
Third Wave
JPMorgan gets a sweetheart deal in their decision to acquire First Republic Bank, the third significant US banking failure of 2023
May 2
•
Conor Mac
16
April 2023
Infinite Replay Value
Hype cycles, Pachinko, generative AI, and more
Apr 27
•
Conor Mac
22
4
Running Before They Can Walk
(LON: MEX) Tortilla Mexican Grill 2022 results
Apr 24
•
Conor Mac
21
Charts Charts Charts
Thursday 20th April, 2023
Apr 20
•
Conor Mac
20
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
Apr 18
•
Conor Mac
28
Catching Knives, The Myth of Cash on the Sidelines, & Conviction Investing
Market Talk, Edition 73, April 16th 2023
Apr 16
•
Conor Mac
34
12
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