Investment Talk

Investment Talk

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Investment Talk
Investment Talk
Playing Long Games, The Value Trap Fallacy, Sources of Alpha, & are we In the Midst of a Bull Market?
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Playing Long Games, The Value Trap Fallacy, Sources of Alpha, & are we In the Midst of a Bull Market?

Market Talk, Edition 68, February 5th 2023

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Conor Mac
Feb 05, 2023
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Investment Talk
Investment Talk
Playing Long Games, The Value Trap Fallacy, Sources of Alpha, & are we In the Midst of a Bull Market?
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Once every second Sunday I will curate the most interesting things I have consumed during the previous two weeks. These will be bucketed into 5x must-reads (works I wish to highlight and comment on) and honourable mentions.

5x Must Reads

In every edition of Market Talk, I share a number of readings that I have consumed over the past two weeks. Here are 5 that I found particularly enjoyable or insightful. Note, that these articles are not listed in order of perceived value.

To access the suggested article, click the purple link after the source subheading.

1) Playing Long Games: Focus on Companies with Moats & Relevant Products

Length: Moderate

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