What’s up, folks! After taking a few weeks off to work on a philanthropy event called Spin for Steven, I’m excited to be back to update the blog and add some new content. In addition to regular reading recommendations, I plan to start the podcast for TMCG and also write a few equity research reports. I’m looking forward to the new pieces and hope everyone enjoys!
The Reasonable Formation of Unreasonable Things (Collaborative Fund)
Ford Facing A Difficult Future (Michael A. Geyad, CFA on Seeking Alpha)
All-Time Highs Are Both Scary & Normal (A Wealth of Common Sense)
A New Wide-Moat Stock to Consider (Morningstar)
A coming out party for the world’s most valuable company: Aramco’s long awaited IPO! (Musings on Markets)
It’s Time for a Venial Value-Timing Sin (AQR’s Cliff Asness)