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This past weekend...
... I was collating stock picks from randos at Omaha
May 18
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Redacted Name
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This past weekend...
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December 2024
2024 investing reflections and KSPI
Klin subs for Professor beard. Not stock advice.
Dec 31, 2024
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Redacted Name
and
Mr. Money Monkey
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44:50
Reasons NOT to own what I own - Part IV - Kazaki superapp
Happy holidays! Please hit unsubscribe below, if you do not wish to receive these.
Dec 26, 2024
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Reasons NOT to own what I own - Part IV - Kazaki superapp
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The last patriarch (शेवटचा पितृसत्ताक)
This is a personal writeup that does not include the typical research. It was first published at https://metathoughts.medium.com/
Dec 12, 2024
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The last patriarch (शेवटचा पितृसत्ताक)
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August 2024
How many days left?
Musings about a journey
Aug 24, 2024
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How many days left?
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June 2024
Reasons NOT to own what I own - Part III - Turkish Insurance companies
Not really stock advice, just collation of my learnings
Jun 18, 2024
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Reasons NOT to own what I own - Part III - Turkish Insurance companies
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Reasons NOT to own what I own - Part II - Tencent
Not really stock advice, just collation of my learnings
Jun 11, 2024
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Redacted Name
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Reasons NOT to own what I own - Part II - Tencent
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Reasons NOT to own what I own - Part I - BABA
Not really stock advice, just collation of my learnings
Jun 5, 2024
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Reasons NOT to own what I own - Part I - BABA
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May 2024
This past weekend... was "Slick, yo!"
2024 BRK event, Omaha, NE
May 10, 2024
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Redacted Name
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This past weekend... was "Slick, yo!"
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February 2024
Sephora - Unpacking the luxury empire
"Sir! You CAN'T use the same bar for 5 different things!" "Sunscreen is NOT a scam!" and other wisdom from the cosmetic industry. Part I in the series…
Feb 1, 2024
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December 2023
Summary of investing mistakes from 2023 and reckless predictions for 2024
Professor beard and I list all our mistakes for 2023 and are reckless with our thoughts for 2024 to restore some balance in your otherwise mostly…
Dec 29, 2023
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Monetizing AI technologies and fashion
Happy holidays! Join Pete and me in a meandering conversation into his investing journey, Birkenstock, Birkins, mountain bikes, vegan diet, food-tech…
Dec 24, 2023
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Redacted Name
,
Pete Bernard
, and
Pete Bernard
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