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17 Qs of Kaspi
The Culper Report - 17 Kaspi Quarterly Reports - The Miracle of Juma
Nov 13
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17 Qs of Kaspi
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September 2024
Kaspi Update 2024: The Culper Short Report
"Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth."
Sep 19
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Kaspi Update 2024: The Culper Short Report
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John Wiley Update: The One that Got Away
The errors of omission are far more serious than the errors of commission. They don't show up in the numbers.
Sep 17
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John Wiley Update: The One that Got Away
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Brake Bonanza: Decelerating into Prosperity
The straightaways are the boring bits between the corners
Sep 8
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Brake Bonanza: Decelerating into Prosperity
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Struck by the European Vacation Mania
Nowhere you can go is more peaceful—more free of interruptions—than your own soul
Sep 1
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Struck by the European Vacation Mania
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June 2024
Carlsberg: Probably not the Best Investment in the World
"I'm not a gambler, I'm an investor. I just happen to be losing money."
Jun 29
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Carlsberg: Probably not the Best Investment in the World
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It's Only a Point
Chance favors those who have a persistent curiosity about many things coupled with an energetic willingness to experiment and explore.
Jun 23
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It's Only a Point
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May 2024
Smart Organic: Uplisting and Capital Increase
Visiting Disneyland, Going Down the AI Rabbit Hole, the 3x Increase of the Price of Cocoa, and Smart Organic's Capital Raise
May 29
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Smart Organic: Uplisting and Capital Increase
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February 2024
Smart and Organic but Not That Cheap Anymore
Good Things Come in Small Packages
Feb 11
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Smart and Organic but Not That Cheap Anymore
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January 2024
The Big Pharma Edition
Roche, Pfizer, J&J, Merck, Bayer
Jan 24
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The Big Pharma Edition
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It Is a Digital World, but Where Are the Buildings?
Of Digital Twins and Analog Maps
Jan 7
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It Is a Digital World, but Where Are the Buildings?
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December 2023
SoV Review 2023
'Tis the Season to be Jolly
Dec 24, 2023
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SoV Review 2023
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