I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was ...

My friend asked if we are headed for a big crash soon. The honest answer is I don't know. Also don't know what is consider big enough. I ate like 30% fall in small cap ...

My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything ...

I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation, he asked: “Why would the ...

There are things in investment that if you understand some of the nuances, it might make you look differently. One of the ...

In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able ...

I woke up this morning to prepare breakfast and saw this Derek Pilecki interview about long/short financial investing, regional banks, non-banks and insurance on Value after Hours: Derek runs Gator C ...

As people talk about how AI is going to kill these data-related companies, I saw this chart pop-up in one of our internal discussions: Straits Times index from 2000 to early 2026, overlay with Price ...

In the following chart I plotted out 5 different securities from the start of 2025: The first one is an ETF of stocks that is non-US but developed markets. The second one is the Avantis International ...

I had an email exchange with my contact at Avantis Investors a couple of weeks ago. He provided some summary update of how the funds have done. I thought I would just list them here for you guy’s ...