Sitemap - 2021 - Investment Talk
Market Talk, December 19th 2021
Market Talk, December 12th 2021
Market Talk, December 5th 2021
Market Talk, November 28th 2021
Market Talk, November 21st 2021
KRUS: A 2022 Story, with a Price Tag
Market Talk, November 14th 2021
Market Talk, November 7th 2021
Market Talk, October 31st 2021
Learning from Yen Liow: Game Within the Game
Market Talk, October 24th 2021
Market Talk, October 17th 2021
Market Talk, October 10th 2021
Guest Interview, Todd Wenning at Ensemble Capital
Market Talk, September 26th 2021
Lululemon: "Finishing Two Years Early"
Market Talk, September 19th 2021
Market Talk, September 12th 2021
The History of the Frappuccino: A Tale in the Importance of Outside Perspective
Market Talk, September 5th 2021
Guest Interview, Joe Frankenfield at Saga Partners
Kura Time the Stock Issuance Perfectly
A Turnaround Story for Rotating Sushi
The Trichotomy of Competence Circles
Guest Interview, Dividend Growth Investor
Kaitensushi (回転寿司), Kura Sushi US
Confessions of an OnlyFans Creator, Earning $1.4 Million per Month
Guest Interview, Chris Seifel from Titan Global Capital Management
The Hardest Question in Investing: When to Sell.
Guest Interview: Michael Fritzell From Asian Century Stocks
Real Estate is Hot, UK Confidence at 3Y High, The Convertible Debt Boom, and the US Recovery
Good Investing is Often Boring
Guest Interview: Dan Lane from Freetrade
One Year of Writing on Substack
Guest Interview: Alex Morris from The Science of Hitting
Inflation is Coming, and Everyone Knows It. Retail Sales, VR, and Signal to Noise Ratios.
Starbucks is Back, and with a Strong Digital Presence
Guest Interview: Pythia Capital
Guest Interview: Michael Mitchell
Guest Interview: Matthew Cochrane
Guest Interview: Richard Moglen