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China and the Evolving EM Asset Class
May 23, 2023
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In August of 2010, I emailed the CEO at my former investment management firm with the idea that our style

Thinking Beyond “Growth vs. Value”
May 24, 2023
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Charlie Munger: “All investing is value investing”. Let’s play a game. As we write this in May 2023, we have

Miners, Shovel Shops, and the Generative AI Gold Rush of ‘23’
July 10, 2023
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One of my favorite all-time thinkers is Douglas Hofstadter, Professor of Cognitive Science and Comparative Literature at Indiana University and

Five Big, Investable, Long-Term Tech Trends Other Than Generative AI
September 1, 2023
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In our previous piece, Miners, Shovel Shops, and the Generative AI Gold Rush of ’23, we discussed the massive opportunity

No More Mr. Nice Guy: How a Profitability Regime Change is Creating New Winners and Losers
November 9, 2023
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The term “zeitgeist” was coined in the 18th century by German philosopher, Georg Hegel. It signifies the “defining spirit or