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    The Insecurity Analyst

    "I consider myself an insecurity analyst...I realize that I may be wrong. This makes me insecure. My sense of insecurity keeps me alert, always ready to correct my errors." - George Soros

    Building A Muscular Portfolio

    Building A Muscular Portfolio

    Any investor worth his salt spends as much time thinking about portfolio construction as he does about security selection....
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    2022 Book Recommendations

    2022 Book Recommendations

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    Some recent posts

    Some recent posts

    Notes from a Warming Island*

    Notes from a Warming Island*

    My Favourite Podcasts

    My Favourite Podcasts

    Somebody Somewhere Is Doing Something Stupid

    Somebody Somewhere Is Doing Something Stupid

    Don't Let Fake-uanimity Get You

    Don't Let Fake-uanimity Get You

    Long-Term Value, Long-Term Values

    Long-Term Value, Long-Term Values

    Books and Podcasts
    2021 Book Recommendations

    2021 Book Recommendations

    2020 Book Recommendations

    2020 Book Recommendations

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    2019 Book Recommendations

    My Favourite Podcasts

    My Favourite Podcasts

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    2018 Book Recommendations

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    2016 Book Recommendations

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