Investment Talk

Investment Talk

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Investment Talk
Yield Pigs, Durability Value, & Diversification
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Yield Pigs, Durability Value, & Diversification

The TLDR: September 2024

Conor Mac's avatar
Conor Mac
Sep 10, 2024
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Investment Talk
Yield Pigs, Durability Value, & Diversification
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Hey everyone, welcome to another edition of the TLDR.

This month contains a handful of articles that I enjoyed reading recently. Life has been super busy lately, so my reading diet has been light; focussed on essential transcripts and filings, and a few papers when I find the time. I am heading back to India this weekend, for some much-needed sunshine now that Scotland is transitioning into Autumn.

In each edition of the TLDR you can expect:

  • 5x Favourite Things: 5 favourite reads.

  • Honourable Mentions: Other worthy reads.

    • Excluded from this edition.

  • Uncharted Perspective: 5 favourite charts.

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