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Base Rates
This week we discuss how to use base rates in investing, index concentration, and shocking opinions of EV owners.
Jun 29
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Farrer Wealth Advisors
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Base Rates
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Succession
This week we discuss my trip to Berkshire, my thoughts about succession, and why the Mag 7 may be overvalued.
Jun 1
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Farrer Wealth Advisors
8
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Succession
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April 2024
Mashup
This week we discuss everything on my mind, Omaha, and Ken Langone's wisdom.
Apr 27
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Farrer Wealth Advisors
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Mashup
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1
March 2024
Narrow Focus
This week we discuss the most recent report on Evolution, confirmation bias, and why AI won't kill Google's business
Mar 30
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Farrer Wealth Advisors
11
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Narrow Focus
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February 2024
There is no moat
This week we discuss moats, pattern hallucinations, and highlight the issues that come with narrative following.
Feb 24
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Farrer Wealth Advisors
14
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There is no moat
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January 2024
Durable
This week we discuss durable business models, PE dispersion, and "active patience"
Jan 13
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Farrer Wealth Advisors
18
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Durable
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December 2023
Do Nothing
This week we discuss inertia, the fall of NFTs, and pay tribute to Charlie
Dec 16, 2023
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Farrer Wealth Advisors
19
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Do Nothing
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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
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Farrer Wealth Advisors
14
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Addiction, the Dutch, and the Sea
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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
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Farrer Wealth Advisors
15
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The Consolidation of Southeast Asia
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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
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Farrer Wealth Advisors
27
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Sea - Limited, it seems
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Third World Efficiency
This week we discuss efficiency in developing markets, visualize music royalties, and learn when to quit.
Aug 5, 2023
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Farrer Wealth Advisors
13
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Third World Efficiency
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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
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Farrer Wealth Advisors
6
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FAAMG em' or hang em?
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