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Moncler S.p.A. Investment Thesis
Plus: A Short Portfolio Update
Feb 4
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Luis E. Pazmino
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Moncler S.p.A. Investment Thesis
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September 2023
The Morality of Investing
Where do we draw the line?
Sep 3, 2023
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Luis E. Pazmino
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The Morality of Investing
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May 2023
Just Another Goddamn Retailer
JD.com and the China Discount
May 13, 2023
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Luis E. Pazmino
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Just Another Goddamn Retailer
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April 2023
Portfolio Update
Q1 2023
Apr 3, 2023
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Luis E. Pazmino
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Portfolio Update
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March 2023
Baby Berkshire
Markel Corporation
Mar 5, 2023
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Luis E. Pazmino
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Baby Berkshire
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January 2023
Real Men Have Fabs
Taiwan Semiconductor Manufacturing Company (TSMC)
Jan 30, 2023
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Luis E. Pazmino
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Real Men Have Fabs
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The Important and the Knowable
2022 & Beyond
Jan 14, 2023
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Luis E. Pazmino
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The Important and the Knowable
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November 2022
My Investment Portfolio
A Breakdown as of Nov 2022
Nov 20, 2022
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Luis E. Pazmino
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My Investment Portfolio
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October 2022
My Investment Strategy
A Synthesis
Oct 9, 2022
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Luis E. Pazmino
2
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My Investment Strategy
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July 2022
Value & Bitcoin
Reconciling the mania with utility
Jul 24, 2022
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Luis E. Pazmino
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Value & Bitcoin
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The Alchemy of Finance
Booms, Busts and Cope
Jul 2, 2022
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Luis E. Pazmino
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The Alchemy of Finance
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June 2022
Investment Clones
The dangers of outsourcing conviction
Jun 5, 2022
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Luis E. Pazmino
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Investment Clones
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