Thought — LONGRIVER

John M. Barry: 'The Great Influenza'

Notes from a history of the 1918-1920 pandemic.

MacroeconomicsGraham Rhodes17 March 2020COVID

Dividends and Duration

Dividends are the only source of return which can also reduce risk.

Investing, GurusGraham Rhodes2 February 2020Seth Klarman, Dividends, Benjamin Graham, Capital Allocation

Foxes, Hedgehogs & Investors

Practical advice for forecasters with only two hands.

Investing, GurusGraham Rhodes31 January 2020Superforecasting, Philip Tetlock

Economic Goodwill

The gift that keeps on giving.

Investing, GurusGraham Rhodes2 December 2019Goodwill, Charles Munger, Value Investing, Warren Buffett

Richard Lawrence's Margin of Safety

Trust is critical to protect both clients and the manager.

GurusGraham Rhodes5 November 2019Overlook Investments, Margin of Safety, Warren Buffett

Betting on the Odds

Looking for situations where I can reasonably determine the future.

Gurus, InvestingGraham Rhodes8 June 2018Probability, Warren Buffett, Berkshire Hathaway, Charles Munger

"The Prospects for Value Investing in China", by Li Lu

Gurus, MacroeconomicsGraham Rhodes15 March 2017Li Lu, China, History, Value Investing, Ethics