Sep 242 min readRecency Bias in Investing: How the Recent Past Can Cloud Our Financial JudgmentRecency bias is a cognitive phenomenon that can significantly impact investment decisions. This bias leads individuals to place...
Sep 234 min readWhy Factor Investing is Failing and How to Model Company-Specific FactorsFactor investing , the practice of targeting specific market factors or characteristics to generate excess returns, has been a popular...
Sep 213 min readEnshittification and AI: What Investors Need to KnowIn the rapidly evolving world of technology and artificial intelligence, investors must be aware of potential pitfalls that can affect...
Sep 194 min readFund Size, Strategy, and the Rule of 30: A Guide for InvestorsIn the world of venture capital and private equity , the relationship between Limited Partners (LPs) and General Partners (GPs) is...
Sep 143 min readExplore vs. Exploit: Evaluating Companies Along the SpectrumFor investors, understanding a company's position on the explore-exploit continuum is crucial for making informed investment decisions....
Sep 122 min readThe Red Car Theory: What Investors Need to KnowThe Red Car Theory, also known as the Baader-Meinhof Phenomenon or frequency illusion, is a cognitive bias that can significantly impact...
Sep 93 min readGroupthink in Investing: Risks and Mitigation StrategiesGroupthink is a psychological phenomenon that occurs when a group of individuals reaches a consensus without critical reasoning or...
Sep 83 min read"The Trend is Your Friend, Until the End When it Bends"In the world of investing, few adages are as well-known and widely applied as "The trend is your friend." This phrase encapsulates a...