The Dharma of Capital

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JD.com and the China Discount
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Portfolio Update
Q1 2023
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Baby Berkshire
Markel Corporation
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Generating Investment Ideas
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Dharma of Capital IV
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Stables, Boxes and Bastards
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Taiwan Semiconductor Manufacturing Company (TSMC)
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The Important and the Knowable
2022 & Beyond
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My Investment Portfolio
A Breakdown as of Nov 2022
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My Investment Strategy
A Synthesis
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Value & Bitcoin
Reconciling the mania with utility
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The Alchemy of Finance
Booms, Busts and Cope
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Investment Clones
The dangers of outsourcing conviction
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The Dharma of Capital
The Dharma of Capital
A student of markets & investing, talking markets & investing
Recommendations
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Librarian Capital's Research Library
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Musings on MarketsAswath Damodaran

The Dharma of Capital

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