Ravenswood Insights
No More Mr. Nice Guy: How a Profitability Regime Change is Creating New Winners and Losers
The term “zeitgeist” was coined in the 18th century by German philosopher, Georg Hegel. It signifies the “defining spirit or mood of an age.” Hegel
Five Big, Investable, Long-Term Tech Trends Other Than Generative AI
In our previous piece, Miners, Shovel Shops, and the Generative AI Gold Rush of ’23, we discussed the massive opportunity that is generative AI and
Miners, Shovel Shops, and the Generative AI Gold Rush of ‘23’
One of my favorite all-time thinkers is Douglas Hofstadter, Professor of Cognitive Science and Comparative Literature at Indiana University and Pulitzer Prize-winning author of Gödel,
Thinking Beyond “Growth vs. Value”
Charlie Munger: “All investing is value investing”. Let’s play a game. As we write this in May 2023, we have recently witnessed an aggressive Fed
China and the Evolving EM Asset Class
In August of 2010, I emailed the CEO at my former investment management firm with the idea that our style of long-term, concentrated, growth investing