Most Important Things
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Legacy, Business
Apple at the Crossroads
Feb 6
•
Ozair Ismail
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Legacy, Business
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January 2025
Paradigm Lost
Intel, Nvidia, and the Paradox of Incentives
Jan 8
•
Ozair Ismail
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Paradigm Lost
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November 2024
Risky Business
Stock Market Survival & the Meaning of Life
Nov 26, 2024
•
Ozair Ismail
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Risky Business
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September 2024
Mean-Reverting Market Masters
The Lifecycle of Outperformance
Sep 23, 2024
•
Ozair Ismail
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Mean-Reverting Market Masters
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Say It Like You Mean It
Parsing shareholder letters (by letter)
Sep 10, 2024
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Ozair Ismail
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Say It Like You Mean It
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August 2024
Close the Window
Avoiding 'normal accidents' in the market
Aug 29, 2024
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Ozair Ismail
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Close the Window
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Expand your Problem Horizon
If we begin with certainties, we shall end in doubts; but if we begin with doubts, and are patient in them, we shall end in certainties.
Aug 15, 2024
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Ozair Ismail
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Expand your Problem Horizon
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July 2024
Do You Feel Lucky?
The Emotionally Intelligent Investor - Part III
Jul 26, 2024
•
Ozair Ismail
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Do You Feel Lucky?
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The Foresight of Jim Swartz
Pro-vision
Jul 18, 2024
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Ozair Ismail
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The Foresight of Jim Swartz
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A Mile in Their Shoes
The Emotionally Intelligent Investor - Part II
Jul 5, 2024
•
Ozair Ismail
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A Mile in Their Shoes
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June 2024
Know Thyself
The Emotionally Intelligent Investor - Part I
Jun 27, 2024
•
Ozair Ismail
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Know Thyself
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May 2024
The Readiness of Arthur Patterson
Prepared Mind
May 21, 2024
•
Ozair Ismail
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The Readiness of Arthur Patterson
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