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Weekend thoughts: banks and aggression in a panic
I’ve been spending a lot of times on banks recently. If you’ve talked to me recently, it’s almost invariable banks have come up in the discussion. And…
Chris DeMuth's State of the Markets May 2023 (Podcast #169)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government…
Some things and ideas: May 2023
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
May 2023 Premium Update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
The Chancery Daily and the Case of the Apes and $AMC (Podcast #168)
“Chance”, Editor and Co-Founder of The Chancery Daily, discusses the wild $AMC / Ape Case. ***This podcast is brought to you by Stream by AlphaSense…
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A (premium) refining update
I was working on this month’s premium update (there’s a heck of a lot to talk about)…. but I wanted to do an update on one name in particular given how…
5
Interviews at Planet Microcap (Bonus Podcasts)
I attended Planet Microcap in late April and hosted two interviews with past guests there (Michael Liu and Jon Cukierwar). We recorded them, so figured…
Yet Another Value Blog
Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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