Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.
Learning and writing about banking—how returns, risk, and balance sheets interact across cycles.
I just came across Arkenstone's work. Well worth subscribing/following, especially if you're into small and microcap banks. Even if you're not a bank investor you'll learn a lot.
