Hey, you are reading the guest segment of Investment Talk, where I invite friends of the newsletter to share thoughtful essays, conduct interviews, and collaborate.
Today’s guest essay comes from Edmund Simms , author of the Little Book of Big Bubbles, a fund manager, and owner of the Valuabl newsletter. Edmund is someone I’ve had the pleasure of interacting with for years now. He has a wealth of experience across public and private markets, having worked in hedge funds, mutual funds, and venture capital, and I have come to appreciate his sharp wit and deep knowledge of markets and accounting. If you find Edmund’s work valuable, you might be interested in the interview I conducted with him back in 2022 where we discussed what “value” really means, correlation and standard deviation, luck & skill, the delivery business, bubbles, and a lot more.
