Januari 2020

An Ode to Luck: Revisiting my Tesla Valuation

When investing, I am often my own biggest adversary, handicapped by the preconceptions and priors that I bring into analysis and decision ma...

My data updates usually look at the data for the most recent year and what I learn from them, but 2020 also marks the end of a decade. In th...

Starting in the early 1990s, I have spent the first week or two of every new year playing my version of Moneyball, downloading raw market an...