The Cockroach Portfolio Again
Today’s post looks at another version of the Cockroach Portfolio, this time from Mutiny Fund.
Author: Mike Rawson
100 Baggers 2 – Studies and Funds
Today’s post is our second visit to 100 Baggers by Christopher Mayer.
Risk Parity and Rising Rates – Rabener
Today’s post looks at a research note from Factor Research on how rising interest rates might affect the performance of risk parity portfolios.
The Cockroach Portfolio
Today’s post looks at a paper from Calderwood Capital on the Cockroach Portfolio.
Peter Gyllenhammar – Corporate Engineer
Today’s post is a profile of Guru investor Peter Gyllenhammar, who appears in Guy Thomas’s book Free Capital. His chapter is called The Corporate Engineer.
Stock Screeners July 2022
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
The Death of Duration
Today’s post looks at a paper from Calderwood Capital called The Death of Duration.
I Will Teach You To Be Rich – The Lessons
Today’s post is our final visit to the popular book I Will Teach You To Be Rich by Ramit Sethi.
