Archive - Farrer Wealth Monthly Mailer

This week we discuss how to use base rates in investing, index concentration, and shocking opinions of EV owners.

Jun 29 •

Farrer Wealth Advisors

This week we discuss my trip to Berkshire, my thoughts about succession, and why the Mag 7 may be overvalued.

Jun 1 •

Farrer Wealth Advisors

April 2024

This week we discuss everything on my mind, Omaha, and Ken Langone's wisdom.

Apr 27 •

Farrer Wealth Advisors

March 2024

This week we discuss the most recent report on Evolution, confirmation bias, and why AI won't kill Google's business

Mar 30 •

Farrer Wealth Advisors

February 2024

There is no moat

This week we discuss moats, pattern hallucinations, and highlight the issues that come with narrative following.

Feb 24 •

Farrer Wealth Advisors

January 2024

This week we discuss durable business models, PE dispersion, and "active patience"

Jan 13 •

Farrer Wealth Advisors

December 2023

This week we discuss inertia, the fall of NFTs, and pay tribute to Charlie

Dec 16, 2023 •

Farrer Wealth Advisors

November 2023

Addiction, the Dutch, and the Sea

This week we cover a range of topics, from addiction to earnings. We also observe hedge fund positioning as the industry chases the market.

Nov 18, 2023 •

Farrer Wealth Advisors

September 2023

The Consolidation of Southeast Asia

This week we comment on some fascinating events in SEA tech, speak 'honestly', and give tips on evaluating management.

Sep 30, 2023 •

Farrer Wealth Advisors

August 2023

Sea - Limited, it seems

This week we discuss Sea's recent earnings, its future, and the bull and bear cases

Aug 19, 2023 •

Farrer Wealth Advisors

Third World Efficiency

This week we discuss efficiency in developing markets, visualize music royalties, and learn when to quit.

Aug 5, 2023 •

Farrer Wealth Advisors

July 2023

FAAMG em' or hang em?

This week we value the FAAMG stocks, compare asset classes, and share several thoughtful posts.

Jul 1, 2023 •

Farrer Wealth Advisors

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