Cole Smead

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Energy Bandwagon And Bankers

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Investors should always be skeptical of someone selling something that has an incentive attached.

The Gestalt Of The 2020s

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The torment from the gestalt of the 2020s could lead to stock market failure.

Incentives Pivot From Greed To Fear

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Understanding incentives is hugely valuable for investors.

One Helluva Party

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While the designs and lifestyles around us are changing, the human experience is constant.

The Fear Of Stock Market Failure

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Many investors never find an investment discipline that provides them long-term stock ownership.

Academia vs. The Real World–Part 1

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We as investors believe that the point is to win.

South Sea Forecast: Stockjobbing Becomes Technology

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In 1720, the South Sea Bubble arose from what seemed to be good intentions.

Global Dominance Via Stocks, Not War

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We are looking to find great businesses that can be bought today that will benefit many years into the future.

The Voting Machine Vs. The Weighing Machine

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The factor that sits between these two machines is competition.

Stretching For Gilded Poles

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To protect capital and grow our wealth, we must prepare for the cost of capital rising.

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