Nov 25, 2025

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You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/

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Position sizing...

Nov 20, 2025

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Spin Dictators book: https://www.amazon.com/Spin-Dictators-Changing-Tyranny-Century/dp/0691211418

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Soul in the Game - https://amzn.to/43CF73v

The Little Book of Sideways Markets - 

Nov 13, 2025

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Active Value...

Nov 6, 2025

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Previous client letter: https://investor.fm/cost-plus-capitalism-lessons-from-hii-and-the-future-of-naval-shipbuilding-part-5/

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