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Sep 28, 2024 | 
substack.com | Conor Mac
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Sep 24, 2024 | 
newsletter.rationalwalk.com | Aswath Damodaran |Jillian Hess |Conor Mac |Ted Gioia
“Just as many smart people fail in the investment business as stupid ones. Intellectually active people are particularly attracted to elegant concepts, which can have the effect of distracting them from the simpler, more fundamental, truths.”— Peter CundillJust Hold the Goddamn Stock!, September 21, 2024. Earlier this year, I wrote Too Clever by Half which was critical of Berkshire shareholders who traded the stock as it reached record highs.
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Aug 22, 2024 | 
newsletter.rationalwalk.com | Aswath Damodaran |Conor Mac |Ted Gioia
“He who corrects a scoffer gets himself abuse, and he who reproves a wicked man incurs injury. Do not reprove a scoffer, or he will hate you; reprove a wise man, and he will love you. Give instruction to a wise man, and he will be still wiser; teach a righteous man and he will increase in learning.”— Proverbs 9:7-9“Do not give dogs what is holy; and do not throw your pearls before swine, lest they trample them under foot and turn to attack you.”— Matthew 7:6Thucydides, August 16, 2024.
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Aug 19, 2024 | 
investmenttalk.co | Conor Mac
If the 2020-21 era will be remembered for anything (and I am positive it will be remembered for A LOT of things), it is the creation of a bunch of charts that look like this. There are hundreds of stocks from this brief period of exuberance in the market that share a resemblance to the below chart of Zoom Video. As investors flocked to digital-forward companies, years of demand were pulled forward. Most of these companies failed to retain these new customers once the world re-stabilised.
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Jun 12, 2024 | 
newsletter.rationalwalk.com | Conor Mac |Johnathan bi |Erik Rostad
I published three articles over the past week on my website, The Rational Walk. As I mentioned a few weeks ago, I no longer send out individual articles via email but I will mention all of my work in issues of The Digest and I also provide a RSS Feed. The Other Side of the Trade, June 6, 2024.
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May 15, 2024 | 
investmenttalk.co | Conor Mac
Whenever I happen to be outside, on a warm and sunny day, my go-to lunchtime aperitif is an Aperol Spritz. I have particularly fond memories of a trip in 2022 when I visited Amsterdam with a few friends. Perched outside an off-the-beaten-path cafe, in the sweltering 30+ degree heat, we dined on brunch, Aperol Spritz, and cheap European cigarettes until sunset. Aperol, with its vibrant flavour and inviting orange hue, is a classic in many parts of the world. However, it wasn’t always this popular.
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Oct 27, 2023 | 
rationalwalk.substack.com | Conor Mac |Thomas J Bevan
Discover more from The Rational WalkThe Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books. Over 11,000 subscribers Dear Readers,This issue of The Digest contains a few articles and podcasts that you might find interesting over the weekend. I’m experimenting with sending out issues more frequently if I happen to accumulate enough interesting links to justify an email.
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Aug 9, 2023 | 
investmenttalk.co | Conor Mac
Hey, you are reading the guest segment of Investment Talk, where I invite friends of the newsletter to share thoughtful essays, conduct interviews, and collaborate. Today’s guest essay comes from the authors of . The duo are known for sharing actionable ideas from the stock universe, as well as their insights into process, mindset, and various thematics they research. The work is high quality, so I recommend checking it out.
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Jun 27, 2023 | 
investmenttalk.co | Conor Mac |Entain plc
Hey, you are reading Investment Talk. If you enjoy today’s article, feel free to share it, or become a supporter, it helps a lot. Now let’s begin. Subscribe here!If there is something Brits are great at, it’s pissing their residual income down the drain in the form of sports betting. The Americans, who are now witnessing a wave of online gambling following legislative changes, gambled $93.2 billion on sports last year1 netting the industry $7.5 billion in gross gaming revenues (+73% from 2021).
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May 9, 2023 | 
investmenttalk.co | Conor Mac
Hey, you are reading Investment Talk. If you’d like to join the 21.4k other readers learning about life, the stock market, and the companies within it, subscribe below. You can check out my other articles and follow me on Twitter too. If you enjoy today’s article, feel free to share it, it helps a lot. Now let’s begin. Subscribe here!In 1997, Charles D.
