Sitemap - 2023 - Stock Picker's Journey
Bowling, Diamonds, Whales, and Mice
Uncomfortable - Model Portfolio
Model Portfolio Update + Consumer Staples
Can't Chase Them Now - Industrials
Vultures, Bears, & Natural Gas
Diamonds Are Forever - Manager Review #3 - Diamond Hill
31 Flavors - The Communications Services Industry
January Performance + Benchmarks
My Work Is Done + Manager Review #2 - Bill Hench
Manager Review #1 - Barrow Hanley
Thinking About Financial Stocks
Looking For Yield In All the Wrong Places
Thinking About Sector Weighting + 2nd Draft of the Model Portfolio
Thinking Out Loud + More Building Products
Substack Update + A Walk Through the Mall
"Extremism In the Defense of Liberty Is No Vice" - or Choice Hotels - CHH
Plagiarism Is Legal In the Investment Business
A Day in the Life of a Value Investor
To Boldly Go Where No Man (person?) Has Gone Before - The Building Products Industry
Building the "Must Follow" List