Kenneth Stanley: Innovation insightI recently enjoyed listening to Kenneth Stanley — Greatness without goals on the “Invest like the best” podcast with Patrick O’Shaughnessy…Aug 22, 2022Aug 22, 2022
To subsidise EV, or not to subsidise EV, that is the questionThere is no doubt rebates for electric vehicles are popular on the political left. But in a supply constrained market, are they sensible…Aug 3, 2022Aug 3, 2022
Leaders vs Laggards and the Value of CuriosityDespite the emotional highs and lows, I’ve really enjoyed travelling along the equities investing learning curve over the last 5 years…Jan 29, 2022Jan 29, 2022
VW Power Day vs Tesla Battery DayFive key differences, and what can we learn from comparing the two.Mar 17, 2021Mar 17, 2021
Anchoring bias and outdated mental models. Jeremy Grantham wrong on Tesla (twice)In 2018, famed investor Jeremy Grantham called Tesla a no-go investment zone, citing a business without profits, overvalued relative to…Feb 7, 2021Feb 7, 2021