A successful passive strategy should be a pretty systematic or mechanical strategy. It should have real fundamental ...

My PayPal article was written in 1st Sep 2025 when it was at $70 and today it sits at $44 bucks. So that has not worked out ...

In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able ...

I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation, he asked: “Why would the ...

My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything ...

I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my article would be worry about duration ...

Here is the update for my Daedalus portfolio for February 2026. If work is not too busy, I will try to provide an update where possible. I explained how I constructed this portfolio in Deconstructing ...

I woke up this morning to prepare breakfast and saw this Derek Pilecki interview about long/short financial investing, regional banks, non-banks and insurance on Value after Hours: Derek runs Gator ...

In the following chart I plotted out 5 different securities from the start of 2025: The first one is an ETF of stocks that is non-US but developed markets. The second one is the Avantis International ...

About a few years ago, someone in my Telegram chat brought up the topic of Emerging Markets investing. He can justify owning an index-tracking fund, to be diversified, and harness the average returns ...

One of my friend posted that his company is to be taken over by another company. There is likely to be uncertainty in such a situation. He voiced the uncertainty in his work environment even before ...