Uncovering Value: Equity Commonwealth
In this piece, “Uncovering Value: Equity Commonwealth (NYSE:EQC),” John shares his take on EQC which was front and center in … Read more
BroyHill
Spinning Gold
Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a … Read more
Graphic Porn III – Size And Scale Matter
Welcome back to part III of our pedantic posts about proper plots. In this edition, we start to look at … Read more
Graphic Porn I
Graphs are ubiquitous in finance. Done properly, they can help us grasp complex ideas or interrelations at a glance—or even transport … Read more
The Broyhill 2017 Annual Letter – Everyone Is Getting Hilariously Rich and You’re Not.
Broyhill Asset Management annual letter for the year ended December 31, 2017; titled, “Hilariously Rich.” For the year ending December … Read more
Lifelong Kindergarten
Having too much fun can give the impression that you aren’t serious. But as far as we can tell, the … Read more
Flash Crash Or Topping Process?
We may not be able to predict the markets, but one thing we can always see coming: a lot of … Read more
Certainty vs. Uncertainty
Deep work and intense focus can be overrated. Or perhaps our mental bandwidth is just aging. Either way, we need … Read more
Man’s Search For Meaning
Suffering is a moment of clarity when you can no longer deny the truth of a situation and are forced … Read more
Algorithms To Live By – Part 3, Scheduling
“The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into … Read more
The Quiet Revolution Manifesto
Susan Cain is the co-founder of Quiet Revolution and the author of Quiet: The Power of Introverts in A World … Read more
Day Two – Lessons From Amazon And Bridgewater
After posting 838% revenue growth in 1997, Jeff Bezos reminded his team in his first letter to shareholders: This is Day … Read more
Equifax Thesis: You’ve Been Breached
Abstract Equifax Inc. (EFX) recently announced a cyber-security breach where criminals accessed the personal data of approximately 143 million U.S. … Read more
Algorithms To Live By – Part 2, Optimal Stopping
“If you prefer Mr. Martin to every other person; if you think him the most agreeable man you have ever … Read more
Lessons Learned
The little guy and I are headed up north tomorrow morning. After a couple days in the city early next … Read more