People have always had a fascination with comparing themselves to one another.  We want to know how others are doing relative to...

Drilled into us from the very get-go of our being we are taught how to discern between what is right and what is wrong. Beginning...

Materials Read: The Economics of Oil and Gas, Mu 2020 Introduction To Carbon Capture And Sequestration, Smit et al 2014 The Moral Case...

Materials Read: The Engine of Inequality, Petrou 2021 The Lords of Easy Money, Leonard 2022 Principals for Dealing with the Changing...

As of this writing, Meta Platforms Inc. closed the day at a share price of $262.52, clocking a blistering 117% gain over the year to date....

Behind every potential investment, someone always is screaming in your face to buy. You have been told over and over again that it is...

The mere notion of potentially being in a recession is enough to strike fear into politicians and households alike. An economic time...

Quantitative Tightening is a big, boring, and somewhat scary term. Yet, albeit boring, we are going to dive into this concept together...

6/1/2022: Position Established The recent market sell-off has been long overdue, with many of the speculative assets that were powered...

In the past quarter, the fund added one additional holding. We had been peering into the finances of the beaten-down video game...

Organic Ideas Sprouts Farmers Markets was an investment thesis that unglamorously plopped into our lap.  Often, colleagues will send...

Last quarter, within this portion of the letter we spoke of how investing is best done without emotion and even better done when it is...

A Brief History Lesson As with many investment opportunities, the history of the company poses just as much importance as the projected...