Twitter threads, articles and mini-essays.
Mini-Essays
- The Value of a Value Investor
- The Mississippi Bubble
- First Note: Welcome to Vineyard Holdings
- Book Reviews
- Featured on
- Chinese Characteristics – China, Semiconductors, and the Push for Independence (Part 2)
- Chinese Characteristics – China, Semiconductors, and the Push for Independence (Part 1)
- FinMeUp – Tencent Deep Dive
- FinMeUp – Top 5 Dividend Stocks on the JSE
- Coffee Microcaps 2021 Global Investor Summit
- FinMeUp – Talking Small Caps
- Pay Me In Coffee (Part 1)
- Pay Me In Coffee (Part 2)
Twitter Threads
- On Prosus’ acquisition of BillDesk – 09/2021
- The optimal style/factor approach? – 08/2021
- On Tencent’s regulation concerns – 07/2021
- South Africa’s accelerator industry – 07/2021
- Portfolio Update – 05/2021
- On Transaction Capital (WeBuyCars) – 03/2021
- On Tencent – 03/2021
- Insurance Ecosystems – 02/2021
- Introduction to Semiconductors – 01/2021
- On Discovery Limited – 01/2021
- AirWalk, GoPro and SaaS – 12/2020
- Introduction to SA Market – 12/2020
- Books Read in 2020 – 12/2020
- Thoughts on Stadio Holdings – 12/2020
- Corporate culture, EVs, and GPS – 11/2020
- Commentary on Sygnia’s latest results – 11/2020
- Reflection on ISA Holdings – 11/2020
- Portfolio Update – 11/2020
- On Bitcoin (2) – 11/2020
- On QualiHealth -11/2020
- Daily Insights – 11/2020
- Introduction to Austrians vs MMT – 10/2020
- On Bitcoin (1) – 10/2020
- Innovative SA Companies – 09/2020
- On Balwin (BWN) Properties – 09/2020
- On Optionality in Life – 08/2020
- On China, GLD and the USA – 08/2020
- Review of Complexity Investing – 08/2020
- Collective of SA-focused blogs 07/2020
- Market Commentary – 07/2020
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