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Art of Boring

Jan 26, 2022

Our systematic assessment framework to narrow the probabilities in analysing fast-growing technology companies in an effort to improve our odds of identifying those elusive “holy compounders.”


Jan 19, 2022

The major themes of Q4 and a look ahead to 2022.


Jan 5, 2022

Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.