value investing
The Grover’s Corners Portfolio: Timeless Investing Lessons from a Theatrical Masterpiece
A classic play’s revival offers profound, timeless lessons for navigating today’s volatile economy, from long-term investing to understanding blockchain.
The Gen Z Investor: Misunderstood Gambler or Disciplined Strategist?
A student’s letter about his 12-year-old value-investing brother challenges the ‘gambler’ stereotype, revealing a new, financially savvy generation.
Decoding the Market: How to Solve the Global Economy’s Most Complex Puzzle
Modern finance is like a complex crossword. This post decodes the puzzles of the economy, investing, and fintech to help you find clarity in the chaos.
The Unchanging Melody of Value: What a 19th-Century Spiritual Teaches Modern Investors
Discover the surprising lessons a 19th-century spiritual holds for modern finance, investing, and the enduring principles of long-term value.
The Alpha in the Unseen: Why Under-Tourism is the Next Value Investing Frontier
Under-tourism is more than a travel trend; it’s a value investing strategy for a new era, offering lessons in finance, economics, and sustainable growth.
The Dressmaker’s Economy: Why Our Measures of Growth Are All Wrong
A dressmaker’s letter to the FT reveals a deep flaw in how we measure our economy, with huge implications for finance, investing, and fintech.
The Cardboard Box Economy: Unpacking Hidden Value in the Foundations of Finance
Discover how the simplest concepts in finance, like cardboard in art, are being transformed into revolutionary innovations like blockchain and index funds.
King Henry II’s Sour Grapes: A 12th-Century Lesson in Modern Finance and Supply Chain Risk
A 12th-century king’s massive wine purchase went sour, offering timeless lessons on supply chain risk, value investing, and modern financial technology.
The Buffett of the Brush: J.M.W. Turner’s Timeless Investing Lessons for a Fintech World
Discover how artist J.M.W. Turner’s investment strategy mirrors Warren Buffett’s, offering timeless wisdom for today’s volatile, tech-driven markets.
Beyond the Oracle: Greg Abel and the Dawn of a New Era at Berkshire Hathaway
A new era dawns at Berkshire Hathaway as Greg Abel takes the reins from Warren Buffett. We analyze the shift from Oracle to Operator and its future impact.
The Cockroach Portfolio: Why Resilience Beats Unicorns in a Volatile Economy
In a volatile economy, the “unicorn” investment model is failing. It’s time to champion “cockroach” companies built for resilience and long-term profit.
The Investor’s Blueprint: What an Artist’s 18th-Century Home Teaches Us About 21st-Century Finance
Discover how an artist’s home restoration offers profound lessons for modern finance, blending historical value with fintech innovation for a resilient portfolio.