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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

September 2023

March 2023

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

October 2022

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

July 2022

June 2022

May 2022

April 2022

No. 35: B-grade Stocks, Populist Energy Policy in Germany, Gavin Baker Interview, Acquired NVIDIA podcast
B-Grade Stocks It's a strange time. It's one where most companies would feel pain if we got into an inflationary recession. But it's also one where the…
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Capital Buddha

March 2022

No. 34: Dan Mc Murtrie Podcast, Simplicity, Survival, Regret Minimization
Today’s post is a hodgepodge of various ideas I have been thinking about over the last two months. Funnily enough, I have been writing more than ever …
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Capital Buddha
1

February 2022

No. 33: Impressions from the US, The Purpose of Hellman's Mayonnaise, Brands and Platforms
Happy to be back into writing again after travelling to the US. There were several impressions gained on the trip. I’ll share a few highlights here…
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Capital Buddha

December 2021

No. 32: Christmas Inflation and Investing Thoughts, Micron Earnings Highlights, Semiconductors and Software Development
This is my last post of 2021. Thank you to all the readers, supporters, critics and sparring partners through the year. I hope at least some of the…
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Capital Buddha
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No. 31: Plugging into the Right System, Automobile Semiconductor Power Balance, Beyond Meat podcast, Brian Eno
A common theme among some Amazon employees I spoke to was that the company could plug ordinary talent into the business and help them max out their…
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Capital Buddha
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