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It's Always Been About Free Cash Flow
How many years will it take a company to generate its market cap in free cash flow?
Jun 22, 2022
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You Are What You Eat Vol. 4
Curated content recs
Jun 3, 2022
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You Are What You Eat Vol. 4
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May 2022
Learning From Nick Sleep
Wisdom from the Nomad Investment Partnership Letters
May 20, 2022
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March 2022
Book Review: Market Wizards
Although this book came strongly recommended, I was skeptical that it would be of much interest. I figured there was little to learn from futures…
Mar 11, 2022
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February 2022
You Are What You Eat Vol. 3
Curated content recs
Feb 8, 2022
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January 2022
Book Review: The Righteous Mind
by Jonathan Haidt
Jan 24, 2022
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Precisely Imprecise: How to Avoid False Precision in DCF Models
Standard modeling and valuation practices are backwards
Jan 14, 2022
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December 2021
You Are What You Eat Vol. 2
Curated content recs optimizing for timeless over timely
Dec 20, 2021
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Book Review: Quality Investing
Owning the best companies for the long term
Dec 9, 2021
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Searching for Value Using Base Rates
Finding what's priced in and comparing it to historical precedent.
Dec 7, 2021
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November 2021
You Are What You Eat Vol. 1
Curated content recs optimizing for timeless over timely
Nov 22, 2021
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Book Review: Expectations Investing
Michael Mauboussin and Al Rappaport's Expectations Investing has immediately become one of the most influential books I have read. I regularly refer…
Nov 16, 2021
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