Investment Moats

High Yield Fixed Income Becoming More High Quality

Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of ...
Investment Moats

It’s Not a Great Idea Concentrating In Life

My friends in the investment community will say to build your wealth you need to concentrate your money in a few positions.
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. ...
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

Some Small Updates from My Post Colonoscopy Consultation

Regular and recent readers of Investment Moats will remember that I went for a colonoscopy in August of this year. You can ...