Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 1 – Ep 66

At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.   📩 Join 89,000+ readers on my FREE weekly email newsletter:   📚 Get my...

How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.   📩 Join 89,000+ readers on my FREE...

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach....

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,...