Umair Tariq

Scott Bessent on U.S. Economic Policy: Strong Dollar, China Trade, and Crypto Leadership

Largest Weekly Outflow Since June 11, 2008 – Led by Money Market Funds (-$97.5 Billion)

Bill Ackman: New SPARC Structure, Potential Deal With Elon Musk’s X

Estimating Future Stock Returns, March 2023 Update

Argosy Investors 1Q23 Letter to Investors

Joel Greenblatt: Your Stock Will Go Down After You Buy It

Two-Thirds Of Hedge Funds Reported Positive Returns In April

33% Returns With Hidden Value Stocks: Long Thesis For Sylvamo

Would Munger Have Done Equally Well In LA Real Estate?

Gold & Inflation: Why Are Gold Prices Not Rising with Mounting Inflation?

There Was No Housing Bubble in 2008 and There Isn’t One Now

30 Best Quotes from Warren Buffett

Single Family Home Real Estate with NRHC’s David Howard

The Calendar Portfolio

Worm Capital 1Q21 Commentary

The Feel Good Portfolio with Intrepid Capital’s Mark Travis

Mott Capital Management 4Q20 Commentary

On Fractional Shares

Trade finance fund managers outperformed major hedge fund strategies amidst COVID-19 pandemic

Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis

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