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You've got to name it to tame it
The case for active engagement regarding corporate governance
Nov 25
•
Ben Claremon
3
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You've got to name it to tame it
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How to have an "electric" meeting
Perspectives from a serial company builder
Nov 18
•
Ben Claremon
2
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How to have an "electric" meeting
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What if Something Good Happens?
The case for patience and optimism
Nov 4
•
Ben Claremon
4
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What if Something Good Happens?
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October 2023
The Circle of Competence Trap
Balancing prudence with "militant diligence"
Oct 29
•
Ben Claremon
8
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The Circle of Competence Trap
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Buy a Business No One Else Wants to Own
Thoughts on M&A, takeout premiums and compounding
Oct 21
•
Ben Claremon
4
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Buy a Business No One Else Wants to Own
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Effective Contrarianism
The fine line between being calculated and extreme
Oct 14
•
Ben Claremon
7
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Effective Contrarianism
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Value Investing in the Age of Speculation
FOMO, jealousy, and waiting for the inevitable crash
Oct 7
•
Ben Claremon
3
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Value Investing in the Age of Speculation
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Tim Ferriss and Shane Parrish Walk Into a Studio
What do you think will happen next?
Oct 1
•
Ben Claremon
4
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Tim Ferriss and Shane Parrish Walk Into a Studio
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September 2023
Degree of Difficulty
There are no extra style points in investing
Sep 23
•
Ben Claremon
7
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Degree of Difficulty
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Control
Who's got it, who wants it and do you even need it?
Sep 16
•
Ben Claremon
6
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Control
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License to Concentrate
Reflections on dogma, portfolio management realities and nature vs. nurture
Sep 2
•
Ben Claremon
3
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License to Concentrate
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August 2023
Saying Goodbye to Benjamin Graham
Lessons from a decade of mistakes
Aug 26
•
Ben Claremon
9
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Saying Goodbye to Benjamin Graham
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