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No. 42 - One-Trick-Pony Investing, An Energy Investment Framework.
One-Trick-Pony Investing There's many ways to make money in the investing business. One way is to immerse yourself in a high growth field, spending a…
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Capital Buddha
Investment Ideas That Make People Yawn
I'm often struck by how some really good investment ideas seem boring when you first hear them - and how no-one cares. “Beware the investment activity…
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Capital Buddha
No. 40: The End of the BS Economy, Good-time Cartels
There's been a lot of hot news and hot takes. I'm sure all newsletters have rushed to say something about Silicon Valley Bank. And probably offer…
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Capital Buddha
No. 39: No point in generating demand, Energy Woes, Semiconductors turn from "Must Haves" to "Nice to Haves"
I mentioned in my previous post that it gets harder and harder to say something that actually adds value. How many Twitter pundits are going to be…
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Capital Buddha
No.38: Management Trauma and Returns on Capital, Adaptation
This edition is inspired by a bit of consumer and energy watching, as well as a review of 1970’s economic conditions, coming out of the post-war boom…
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Capital Buddha
No. 37: Kicking the Can Down The Road, Contra-indicators
I’ve published a lot less this year. It’s not because I’ve written less. It’s because 95% of the time I write, I realise I have nothing to say. It’s…
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Capital Buddha
No. 36: Belt Tightening, Semiconductor Analysts, Portugal
Belt tightening Based on the anecdotes of a few friends around the globe, interest rates and lending terms have started to get tougher. In Germany, if…
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Capital Buddha
Capital Buddha's Musings
Musings about business, tech, science and other stuff I find interesting
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