Edward's Point
Poor CharlieMy personal investing journey
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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charlesmccallccm.substack.comLatest Issues
Adapt or die
“Berkshire was built on the eternal verities: basic mathematics, basic horse sense, basic fear, and basic diagnosis of human nature to make predictions regarding human behavior. We stuck to the basics with a certain amount of discipline and...
Tail risk
I love following the markets and history as there is a confluence of emotions, calculations, technology, etc. and a swirl of narratives that all congeal in the form of tickers and prices. Investors are left to their own emotional devices to...
Constellation Software update
The market is always so dynamic, even though the S&P 500 is near all time highs, there are extreme dislocations in valuations across the board. One main narrative that I find myself contemplating is the drastic rerating of software valuatio...
2025 recap
Investing is composed of a myriad of emotions. This is par for the journey, but also provides exhilaration as the tidbits slowly form together as the knowledge and experience build together. This is the essence of compounding….slow, slow, s...
Vysarn Limited
Vysarn Limited
An attractive area of investing that I have been drawn to has been steady infrastructure businesses. I previously highlighted Secure Waste Infrastructure Corp ($SES.TO) as a company in the midst of a transformation that h...
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Authors
The writers behind this newsletter.
Individual investor seeking to share and learn on my journey to compounding my wealth and financial independence. Cheers!
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