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AI is amazing. And it's making investors stupid.
Feb 10, 2023

AI is amazing. And it's making investors stupid.

Real tech can get caught up in the hype cycle. When it does, be scared.

Lou Whiteman
Lou Whiteman
May they all go as TransDigm goes
Feb 08, 2023

May they all go as TransDigm goes

Special companies make special look routine.

Lou Whiteman
Lou Whiteman
Complex by design
Feb 07, 2023

Complex by design

Wall Street is built on unnecessary complexity. The best way to get rich is to ignore it.

Lou Whiteman
Lou Whiteman
The Art of winning an unfair game
Feb 02, 2023

The Art of winning an unfair game

Investing is like Moneyball. Only much, much easier.

Lou Whiteman
Lou Whiteman
When to be patient
Jan 30, 2023

When to be patient

There are days where you have to sell. Today is not that day.

Lou Whiteman
Lou Whiteman
Everything is still terrible and that's OK
Jan 26, 2023

Everything is still terrible and that's OK

Market predictions are pointless. So here are mine.

Lou Whiteman
Lou Whiteman
This shouldn't be difficult.
Jan 24, 2023

This shouldn't be difficult.

A lot of things in life are really hard. Investing doesn't need to be one of them.

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Drama is overrated. Boring is better.

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Drama is overrated. Boring is better.

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