Hacker News
- Demystifying Putin: US vs. Russia geopolitics – the real story https://lt3000.blogspot.com/2022/01/us-vs-russia-geopolitics-real-story.html 18 comments
- Taking (slight) issue with Graham's "weighing machine"; and unpacking "intrinsic value" https://lt3000.blogspot.com/2022/01/taking-slight-issue-with-grahams.html 10 comments securityanalysis
- Tech, Inflation, and the Tyranny of the Numerator https://lt3000.blogspot.com/2021/05/tech-inflation-and-tyranny-of-numerator.html 8 comments securityanalysis
- Facebook - The Bear Case https://lt3000.blogspot.com/2020/01/facebook-bear-case.html?m=1 15 comments securityanalysis
- Unravelling Value's Decade-Long Underperformance https://lt3000.blogspot.com/2020/11/unravelling-values-decade-long.html 5 comments securityanalysis
- The (real) Cautionary Tale of David Einhorn https://lt3000.blogspot.com/2018/08/the-real-cautionary-tale-of-david.html 7 comments wallstreetbets