Tosh SzatowKenneth Stanley: Innovation insightI recently enjoyed listening to Kenneth Stanley — Greatness without goals on the “Invest like the best” podcast with Patrick O’Shaughnessy…4 min read·Aug 22, 2022----
Tosh SzatowTo 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…6 min read·Aug 3, 2022----
Tosh SzatowLeaders 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…5 min read·Jan 29, 2022----
Tosh SzatowVW Power Day vs Tesla Battery DayFive key differences, and what can we learn from comparing the two.8 min read·Mar 17, 2021----
Tosh SzatowAnchoring bias and outdated mental models.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…4 min read·Feb 7, 2021----