I loved this book so much,
I got it as a gift for all my friends
This essay is not quite the same as the book, because it’s turned into something more.
It started as a review. I read the book twice, then I listened to it twice on Audible. But I still didn’t feel that I had internalized it enough – I needed to write about it. But what started out as a review grew into something more: it’s now a personal manifesto.
Have a read by filling out the form below. You’ll get an email with the PDF, which you can share with friends and family:
DeepSeek Breaks the AI Paradigm
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
Escaping Stock Market Double Hell
Over the last few years, our portfolio has skewed more international. Today, if you only invest in the US, you’re experiencing two stock market hells.
Embracing Stock Market Stoicism
2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. We can apply it in investing.
Thoughts from the Consumer Electronics Show
My son Jonah and I were at CES (the Consumer Electronics Show) in Las Vegas. I wanted to attend CES to shake myself out of my comfort zone.
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