@historyinvestor.bsky.social
If after more than 60 years of academics hectoring investors not to do something, and yet they still do it, perhaps it's the academics who need to rethink their assumptions?
All the gorey details in The Ownership Dividend. H/t @spencerjakab.bsky.social
www.wsj.com/finance/inve...?
All the gorey details in The Ownership Dividend. H/t @spencerjakab.bsky.social
www.wsj.com/finance/inve...?
July 3, 2025 at 8:16 PM
If after more than 60 years of academics hectoring investors not to do something, and yet they still do it, perhaps it's the academics who need to rethink their assumptions?
All the gorey details in The Ownership Dividend. H/t @spencerjakab.bsky.social
www.wsj.com/finance/inve...?
All the gorey details in The Ownership Dividend. H/t @spencerjakab.bsky.social
www.wsj.com/finance/inve...?
Right technology; wrong use. Instead of charging every single user for the natural dings/ scratches that come with renting a car, & making Hertz an even more punishing, if not imprisoning, experience, they should ...
share.google/yuLE059YJJB0...
share.google/yuLE059YJJB0...
Hertz Now Instantly Bills Renters $440 For Tiny Scratches Detected By New AI Damage Scanner - View from the Wing
Now they scan cars as they're being returned - vehicles drive through a camera‑and‑sensor tunnel and get an 'MRI for vehicles' to log damage in a way that rental staff never did before. It also finds ...
share.google
June 27, 2025 at 7:19 PM
Right technology; wrong use. Instead of charging every single user for the natural dings/ scratches that come with renting a car, & making Hertz an even more punishing, if not imprisoning, experience, they should ...
share.google/yuLE059YJJB0...
share.google/yuLE059YJJB0...
Yes, excess carbon is doing in the planet, but is it possible that the real cause of our demographic demise is right in front of us, staring us in the face, the cellphone? Not implausible.
www.thetimes.com/life-style/s...
www.thetimes.com/life-style/s...
We’re in a ‘global fertility crisis’. Does this woman have a solution?
Countries across the world are fretting about falling birthrates. Now one academic believes she’s discovered the cause – and has a plan to address it
www.thetimes.com
June 15, 2025 at 3:53 PM
Yes, excess carbon is doing in the planet, but is it possible that the real cause of our demographic demise is right in front of us, staring us in the face, the cellphone? Not implausible.
www.thetimes.com/life-style/s...
www.thetimes.com/life-style/s...
I suppose my publisher has to make up for putting out books on financial history/dividend-focused investing.
May 31, 2025 at 2:34 AM
I suppose my publisher has to make up for putting out books on financial history/dividend-focused investing.
Turgenev's take on R's view of negotiations with Ukr? From Julian Barnes' gripping novel-bio of Shostakovich.
May 31, 2025 at 2:10 AM
Turgenev's take on R's view of negotiations with Ukr? From Julian Barnes' gripping novel-bio of Shostakovich.
H/t to @tj-terwilliger.bsky.social for not only paying attention, but also restating the argument better than in the original, at least more succinctly.
@historyinvestor.bsky.social is a dividend portfolio manager and author.
On the Paradigm Shock Podcast, he dropped a take that stopped me cold:
Capital gains are a forced reduction of ownership. Dividends aren’t.
It’s a powerful - and, for many uncomfortable - idea.
Let’s unpack it 🧵
On the Paradigm Shock Podcast, he dropped a take that stopped me cold:
Capital gains are a forced reduction of ownership. Dividends aren’t.
It’s a powerful - and, for many uncomfortable - idea.
Let’s unpack it 🧵
May 29, 2025 at 2:04 AM
H/t to @tj-terwilliger.bsky.social for not only paying attention, but also restating the argument better than in the original, at least more succinctly.
To non-specialists, R's behavior in recent years appears puzzling. Alexander Peris explains some of the "why?", particularly why, despite the enormous costs it has incurred, R has little interest in dialing back its war on U.
aperis004.substack.com/p/war-and-pe...?
aperis004.substack.com/p/war-and-pe...?
War and Peace and Drones
Domestic factors are shaping Russia's strategy towards Ukraine
aperis004.substack.com
May 29, 2025 at 1:52 AM
To non-specialists, R's behavior in recent years appears puzzling. Alexander Peris explains some of the "why?", particularly why, despite the enormous costs it has incurred, R has little interest in dialing back its war on U.
aperis004.substack.com/p/war-and-pe...?
aperis004.substack.com/p/war-and-pe...?
On changing careers from historian of Modern Russia to buy-side investor, where dividends went, why you should care about academic musings from the 1950-1960s, what happens when rates stop going down after 40 years, why Total Return isn't ... Thank you Anjon Roy.
podcasts.apple.com/us/podcast/p...
podcasts.apple.com/us/podcast/p...
Paradigm Shock
Business News Podcast · Updated Weekly · The world is undergoing a radical transformation. Welcome to Paradigm Shock, the podcast that provides critical analysis of the major forces at play, from the ...
podcasts.apple.com
May 27, 2025 at 10:36 PM
On changing careers from historian of Modern Russia to buy-side investor, where dividends went, why you should care about academic musings from the 1950-1960s, what happens when rates stop going down after 40 years, why Total Return isn't ... Thank you Anjon Roy.
podcasts.apple.com/us/podcast/p...
podcasts.apple.com/us/podcast/p...
Two very good graphs from Markham's bio of Napoleon. And both apply outside of their specific contexts, the mark of history well written.
May 25, 2025 at 2:58 PM
Two very good graphs from Markham's bio of Napoleon. And both apply outside of their specific contexts, the mark of history well written.
The too taxing idea of taxing buybacks...
May 9, 2025 at 9:12 PM
The too taxing idea of taxing buybacks...
Two posts from another platform linking to a short YouTube video, all about @newbooksnetwork.bsky.social Please listen; please support.
youtu.be/XHIutaAFfOY?
youtu.be/XHIutaAFfOY?
May 1, 2025 at 12:53 AM
Two posts from another platform linking to a short YouTube video, all about @newbooksnetwork.bsky.social Please listen; please support.
youtu.be/XHIutaAFfOY?
youtu.be/XHIutaAFfOY?
Photo of the year? It depends on the outcome. High stakes for both, though only one knows it.
April 26, 2025 at 10:14 AM
Photo of the year? It depends on the outcome. High stakes for both, though only one knows it.
Not part of the MBA or finance curriculum, but it should be. (From a retired colleague)
April 24, 2025 at 6:08 AM
Not part of the MBA or finance curriculum, but it should be. (From a retired colleague)
Agree with him or not, it is always a pleasure to read /hear James Grant.
open.substack.com/pub/bariweis...?
open.substack.com/pub/bariweis...?
James Grant: The Case for Buying Gold
‘Monetary disorder, political upheaval, disarranged public finances, and war are its mother’s milk, and the gold price has duly risen.’
open.substack.com
April 22, 2025 at 8:02 AM
Agree with him or not, it is always a pleasure to read /hear James Grant.
open.substack.com/pub/bariweis...?
open.substack.com/pub/bariweis...?
Fair question from another platform. I don't know what research they may be using. In TOD, two chapters cover the pro/anti camps. But the anti has been much more prominent over the decades. In the end, however, it comes down to philosophy, not finance. 1/3
danielxperis.substack.com/p/when-total...
danielxperis.substack.com/p/when-total...
April 20, 2025 at 8:49 PM
Fair question from another platform. I don't know what research they may be using. In TOD, two chapters cover the pro/anti camps. But the anti has been much more prominent over the decades. In the end, however, it comes down to philosophy, not finance. 1/3
danielxperis.substack.com/p/when-total...
danielxperis.substack.com/p/when-total...
I have it on good authority that this time is different.
But in case it is not, you should listen to Jeffrey Lee Funk discuss the AI investment boom in his new Unicorns, Hype & Bubbles on @leev.bsky.social /@newbooksnetwork.bsky.social Profitable use cases?
newbooksnetwork.com/unicorns-hyp...
But in case it is not, you should listen to Jeffrey Lee Funk discuss the AI investment boom in his new Unicorns, Hype & Bubbles on @leev.bsky.social /@newbooksnetwork.bsky.social Profitable use cases?
newbooksnetwork.com/unicorns-hyp...
Jeffrey Lee Funk on Unicorns, Hype, and Bubbles: A Guide to Spotting, Avoiding, and Exploiting Investment Bubbles in Tech - New Books Network
newbooksnetwork.com
March 25, 2025 at 12:15 AM
I have it on good authority that this time is different.
But in case it is not, you should listen to Jeffrey Lee Funk discuss the AI investment boom in his new Unicorns, Hype & Bubbles on @leev.bsky.social /@newbooksnetwork.bsky.social Profitable use cases?
newbooksnetwork.com/unicorns-hyp...
But in case it is not, you should listen to Jeffrey Lee Funk discuss the AI investment boom in his new Unicorns, Hype & Bubbles on @leev.bsky.social /@newbooksnetwork.bsky.social Profitable use cases?
newbooksnetwork.com/unicorns-hyp...
Regardless of what the new administration does, it will take a long time to unwind the US soft power implications of a Singapore taxi driver humming along to the Carpenters Top of the World playing on the local pop station. 😀😃
March 19, 2025 at 2:08 AM
Regardless of what the new administration does, it will take a long time to unwind the US soft power implications of a Singapore taxi driver humming along to the Carpenters Top of the World playing on the local pop station. 😀😃
Signs of life in the universe: some modest evidence of the relationship between business success (or falling short) & a profit-sharing plan for company owners. Gives one hope....
March 18, 2025 at 6:37 AM
Signs of life in the universe: some modest evidence of the relationship between business success (or falling short) & a profit-sharing plan for company owners. Gives one hope....
The "market" has sold off year-to-date. But hold on, what is the market really? Dr. Frankenstein chimes in.
danielxperis.substack.com/p/dr-franken...
danielxperis.substack.com/p/dr-franken...
Dr. Frankenstein would like a word. What have you done to his monster?
The S&P 500 Index as a struggle between the Enlightenment and Romanticism.
danielxperis.substack.com
March 15, 2025 at 1:34 PM
The "market" has sold off year-to-date. But hold on, what is the market really? Dr. Frankenstein chimes in.
danielxperis.substack.com/p/dr-franken...
danielxperis.substack.com/p/dr-franken...
Spotted in the wild at my new favorite bookstore in Kuala Lumpur!!
March 12, 2025 at 8:27 AM
Spotted in the wild at my new favorite bookstore in Kuala Lumpur!!
