I've just come across this Substack as Geoff Gannon mentioned your old site in one of his podcasts; I see I've picked an interesting time to subscribe. It's so easy to be distracted by noise and this article is a great reminder of what truly matters in value investing. I look forward to reading your future work!
I've just come across this Substack as Geoff Gannon mentioned your old site in one of his podcasts; I see I've picked an interesting time to subscribe. It's so easy to be distracted by noise and this article is a great reminder of what truly matters in value investing. I look forward to reading your future work!