Polymath Investor
Polymath InvestorI write about how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | polymathinvestor.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Negative Space Investing: Looking For Missing Data To Improve Investment Outcomes
Dear Reader: Welcome to my newsletter! On this piece: What lies in the shadows of investment analysis? Beyond management presentations, financial statements, and compelling narratives, critical insights are often hidden. When analyzing a co...
The Twin Engines of Increased Conviction: A Framework for Long-Term Investing
Dear Reader: Welcome to this post, and if you are new here, welcome to my newsletter! Not so long ago, I found myself listening to a podcast that reviewed Nomad Partnership's performance over the years and their particular philosophy. At th...
Making Money When Others Lose Their Heads: Long-Term Strategies for Short-Term Panics
Polymath Investor. (2024). “Bullish on Bargains”.
The Ellsberg Paradox: Can Uncertain Investments Be Your Safest Bet?
Daniel Ellsberg (…) next to his wife, Patricia. (AP Photo)
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