Blogs, the monthly market commentary, and the books we recommend.
Published every month since September 2021.
Issues from September 2021 to October 2022 are available on request; contact us.
The five we hand to every new investor, and the wider shelf behind them.
The book the whole method rests on. Mr. Market, and the margin of safety.
Where scuttlebutt comes from — the case for research done on foot.
Why the hardest thing to analyse in any portfolio is the person holding it.
The clearest short account of what an economic moat actually is.
Doing well with money has less to do with intelligence than with behaviour.
Where the portfolio stands, what changed, and why — written the same way whether the month was good or bad. One email a month.
