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The Magic Portfolio - Round 3
Adding 3 new stocks to the Magic Portfolio
Sep 28
3
The Pzena Philosophy
On buying deeply out-of-favor businesses and waiting for the rebound
Sep 21
4
Portfolio Update 4: Staying the Course with my Gems
Guru Gems Portfolio monthly update
Sep 14
3
10 Timeless Lessons from 10 Gurus
What I learned so far from studying the world’s long-term investing masters
Sep 7
5
1
August 2025
The Tsai Thesis
On the power of compounding and digital moats
Aug 31
5
Gurus' Q2 Portfolios: My 2 Takeaways
Distinguishing signal from noise
Aug 24
2
The Magic Portfolio - Round 2
Buying 3 new stocks for my Magic Portfolio
Aug 17
3
The Keefe Standard
On disciplined investing and salvage cars
Aug 10
2
What I learned This Week From Investing Masters
3 updates in 3 minutes
Aug 3
3
July 2025
The Most Important Thing
Mastering risk, cycles, and second-level thinking with Howard Marks
Jul 27
3
Portfolio Update 3: Alphabet strongest performer
Guru Gems Portfolio monthly update
Jul 20
3
The Lawrence Method
On Concentrated Quality
Jul 13
9
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