Writing a thesis brings thoughts into the real world. Writing in a consistent format provides structure and discipline to the thinking process. A thesis is
Category: How to think
I am codifying a 7-step process that I have mentally followed for the last fifteen years to help me think in a structured fashion to
Asset Allocation has been shown to be the dominant (90%+) driver of portfolio returns, with stock selection playing a smaller role. Asset Allocation represents a
With the rise of cryptocurrencies, which I think are more appropriately characterized as “crypto assets“, many are asking fundamental questions about the foundations of money
Stock Prices can be linked to business fundamentals through one or more Valuation Metrics. When a given valuation metric is found to track (i.e. correlate