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Peter’s Substack

Peter Thomason

I aim to help people make better investment decisions by tackling largely timeless, long-term questions about investing.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues20Foundeda year agoLast Issue2 months ago
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Latest Issues

There Is A Disease In The Investment Industry

How many quotes have you seen from the icon’s of the industry saying

“When you know you have an edge you should bet heavily. Of course you’ve got to bet heavily on your best bets.” Charlie Munger

“Diversification is a protection against...

2 months ago
14
1

The Asymmetrical E-Commerce Stock Wall Street Is Still Underestimating

In trying to get the most important information to you very efficiently when learning about this wonderful E-commerce business I decided to go with a bullet point format. Please do your own research and decision making with someone (perhaps...

2 months ago
5

How To Find The Next Great Stock Before Wall Street Does

Clayton Christensen developed the idea of disruptive innovators and if you are an investor you would benefit greatly from understanding the model because disruptive innovators become very successful businesses and replace established blue c...

2 months ago
6

How To Win By Sitting Still

How often does an investor describe themselves as being short term? How often do you hear advocates for short term investing?

Of course the answer is almost never, but that message is not being reflected in the data. Over the past 2 decad...

4 months ago
12

Women are better investors

This is not meant to be a provocative article. The title is based on the data that on average women’s investment accounts outperform men’s by a significant amount. I just want to point this fact out to the reader because basically nobody ev...

5 months ago
9
1

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