Investment Talk
Conor Mac, Alex SweetEssays about the stock market, finance, and human behaviour.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 301 | Subscribers | Read | investmenttalk.co |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Are We Drawn to Low Probability?
Ignoring your health, forgoing insurance, inadequate digital security, not using sunscreen. These are examples of high-stakes low-reward games. Choosing not to wear a seatbelt —what are the rewards? A modest improvement in comfort. What are...
The Complexity Paradox Curve
Every great chef, investor, or artist starts humbly. They don’t know an awful lot about their trade. They begin as sponges. They make mistakes. If they are smart, they will seek to avoid repeating mistakes. If they are smarter still, they w...
Yield Pigs, Durability Value, & Diversification
The TLDR: September 2024
Crowdsourced Portfolio
Now and then, a Twitter thread will be dusted off from the warehouse of some exuberant period in financial markets. The thread usually contains a bunch of stocks that have performed terribly since that date. People point, laugh, say “What a...
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Authors
The writers behind this newsletter.
I never took bio.
Equity fund manager, analyst and CFA charterholder with 18 years' experience. Publishing one high quality equity write-up weekly. Most recently PM at Highclere, managing their flagship international small cap fund. Previously at Bernstein.
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