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A Very Short History Of Risk And Why We Ignore It
Introduction As many investors can attest, risk does not even enter the mind during times of exuberance. If people took risk into their decision making…
The Thinking Investor
Jun 22
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A Very Short History Of Risk And Why We Ignore It
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Warren Buffets Costly Mistakes
What were they, and how you can avoid them.
The Thinking Investor
Jun 15
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Warren Buffets Costly Mistakes
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Bull Cycle Lessons From The Time Of COVID
Lessons learned from the 2020-2021 bull market
The Thinking Investor
Jun 8
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Bull Cycle Lessons From The Time Of COVID
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Profiting From Market Crashes
How 3 of the best investors profit from market crashes
The Thinking Investor
Jun 1
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Profiting From Market Crashes
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Topicus: Another Great Compounder Part II
In Part I of this analysis, we covered: Company introduction Destination analysis Debt Capital allocation If you haven’t read that release, I’d suggest…
The Thinking Investor
May 25
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Topicus: Another Great Compounder Part II
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3 Reasons The Market Is Exhibiting Extreme Fear
How psychology turns us into poor investors during market downturns
The Thinking Investor
May 18
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3 Reasons The Market Is Exhibiting Extreme Fear
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Portfolio Update 1 - 2022
How my way of tracking performance is different than most.
The Thinking Investor
May 11
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Portfolio Update 1 - 2022
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My Investing Mistakes
Investing mistakes from my foray into Crypto 2017
The Thinking Investor
May 4
2
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My Investing Mistakes
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Adding Simplicity To Valuation
Buffett has said something along the lines of “you don’t need to know the weight of a cow to know its fat.” This evaluation method can help the…
The Thinking Investor
Apr 27
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Adding Simplicity To Valuation
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Increase Your Runway With Spawners
More nuggets I've learned from the GOAT Mohnish Pabrai. He continues to amaze me with the new ideas he gets and how he easily explains them. Kind of…
The Thinking Investor
Apr 20
3
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Increase Your Runway With Spawners
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XPEL: Interesting Economics In A Boring Industry
XPEL is a name that I’ve been analyzing and thinking about in the past few weeks. I haven't found any analysis that answered a lot of the questions I…
The Thinking Investor
Apr 16
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XPEL: Interesting Economics In A Boring Industry
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Topicus: Another Great Compounder In The Making
Introduction Topicus is the product of a spinoff of Total Specific Solutions (TSS) from Constellation Software in 2020. Topicus is something like…
The Thinking Investor
Mar 19
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Topicus: Another Great Compounder In The Making
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