The ‘Super-Bad’ Paradox
Beneath the chop of up and down stock price movements are deep tides. By our reckoning, stocks go up for decades. Then, the tide turns…
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The Bubble Is Finally Busting
In 2022, people are starting to pay a very high price to learn the difference between falsehoods and facts.
Finding Quality Stocks Part II: Assessing Business Moats
A common mistake is thinking strategy is about beating your rivals. And therefore, the companies with the biggest moats are the ones with the most vanquished competitors.
Wicked Words
he idea is to create a consensus, not by free discussion, but by blocking alternative views. Those who don’t go along are branded as ‘white supremacists’ or ‘Russian assets’ or ‘science deniers’ or simply ‘deplorable’.
Three ASX Battery Plays to Hit a Potential Tesla Jackpot
Tesla’s surging sales are lifting all companies on the same tide of electrification, batteries, renewables, and decarbonisation.
The Hottest Property You’ve Never Heard of
What’s the most valuable piece of property on the Moon? Not a question on most investors’ minds right now, I’ll bet!
