Articles #Principles

This article discusses the perspective of renowned investor Peter Lynch on macroeconomics and its role in investing. Lynch believes that spending more than 12 minutes on macroeconomics is a waste of time and suggests that investors focus on individual companies and their financial performance instead.

This article explores the risk paradox in investing, where taking risks is essential for making money, but taking on too much risk can lead to disastrous outcomes.

This article provides an explanation of the Minsky Moment, a recurring phenomenon in the stock market in which a rapid growth of asset prices eventually leads to a sudden and sharp collapse.

This article discusses two popular investment approaches, growth and value investing, and explores which one might be right for different investors. It covers factors to consider such as investment goals, risk tolerance, diversification, and personal preference, and emphasizes the importance of doing research.

This article explains how investors should focus on making informed decisions based on the best available information, rather than trying to predict stock prices with absolute certainty. The article also highlights the importance of risk management and diversification to mitigate potential losses.

This article discusses the risks associated with investing in US-based assets for non-US investors, particularly currency risk, and offers strategies to manage it.

This article provides an overview of agency theory and its relevance to investing. It explains the potential conflicts of interest that can arise between shareholders and the management team of a company, and how investors can use agency theory as a framework to manage these risks.

This article emphasizes the importance of effective capital allocation by management when investing in a company. The article explains how capital allocation involves evaluating investment opportunities and deciding which ones are likely to generate the highest return on investment while minimizing risk.