Investment Moats

If You Don’t Like to Own Expensive Stuff in Your Portfolio, Invest in Value-based Factor Funds Instead.

in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect questions about what actions ...
Investment Moats

Tencent Music ($TME) – How You can Grow Your Profit 220% when Revenue Stagnates for 4 Years

At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on ...
Investment Moats

Is There a Problem with Alternative Asset Managers? What is the Net Effect of Tokenization and Stablecoins on the Big Banks.

I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between a ...