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1 Year Magic Formula Portfolio: 18% Return - Round 10
The Magic Formula Portfolio returns +18% in its first year with zero AI stocks
Jul 5
5
4
June 2026
Warning Signs, Downside Protection, and a Salvage Yard
Lessons from Coldplay and Seth Klarman - and a fresh look at Copart
Jun 28
14
7
Dennis Hong & ShawSpring's Ecosystem Control
On ecosystem lock-in, solving for ‘Hall of Fame’ returns, and the Korean Amazon
Jun 21
5
5
The Microphone Effect: Why a Few Businesses Get Stronger as They Grow
Physics for Investors, Issue 2: Norbert Wiener and the power of feedback
Jun 14
16
4
10
Adding Booking Holdings (BKNG) to the Magic Formula Portfolio - Round 9
Best performance since starting and now fully invested
Jun 7
12
1
8
May 2026
Guru Gems Portfolio Update May 2026 - The Bounce Back
A short portfolio update and revisiting Berkshire's 1999 letter
May 31
6
2
A Hidden Master: Marc Werres & The Hinde Way
Gem in the spotlight: Interactive Brokers - The ultimate compounder
May 24
11
2
19
What Gurus are buying and selling - Q1 2026 13F updates
When two super investors make the exact opposite bet on Google and Microsoft
May 17
11
1
8
Adding a new Gem & 2 Things I learned this week - 10 May 2026
Lessons from Paul Tudor Jones, Christopher Tsai, and a wide-moat compounder on sale
May 10
9
3
Most Moats Are an Illusion. Physics Tells Us Why
Physics for Investors, Issue 1: The second law of thermodynamics meets Buffett
May 3
11
3
11
April 2026
Adding LULU, EXEL, MAX to the Magic Formula Portfolio - Round 8
The Magic Formula Portfolio is back in the green!
Apr 26
10
1
13
The Philosopher-Investor: Josh Tarasoff & The Self-Driving Way
On Endgames, Quality with a Capital Q, and an Investor Who Bought Amazon in 2011
Apr 19
14
3
17
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