Archive - On Value.

'The Big Short' Book Review

A Lesson In The Power of Incentives - 15 Minute Read

May 20 •

September 2024

Seritage Growth Properties - Preferred Shares (SRG.PA)

An old idea rears its ugly head (with a twist)

Sep 23, 2024 •

July 2024

Hingham Institution for Savings ($HIFS)

Applying the 'Certainty at a Discount' Mental Framework

Jul 13, 2024 •

June 2024

Certainty at a Discount

Searching for the light when clouds are forming!

Jun 24, 2024 •

August 2023

Why has Mohnish Pabrai been buying coal stocks?

Reverse engineering the investment

Aug 28, 2023 •

July 2023

Teqnion...A Compounding Machine? (Part 1)

Read Time | 10 Minutes

Jul 2, 2023 •

June 2023

This is On Value..

Jun 10, 2023 •

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