Commentaries
Umair Tariq
Commentaries
Markets & Macro
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
Value Briefs
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
