The safest and most potentially profitable thing is to buy something when no one likes it.
Howard Marks
Stock Analyses
Monday Delights
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Monday Delight: 08/06/2026
Welcome back to Monday Delights! This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my…
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Monday Delight: 01/06/2026
Welcome back to Monday Delights! This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my…
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Monday Delight: 25/05/2026
Welcome back to Monday Delights! This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my…
Random Walks down David’s Mind
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RW-05-26: Global Value is Dead – Long Live Global Value
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RW-04-26: Diranko Capital Letter to Account Holders Q1 2026
Welcome to Random Walks Down David’s Mind! March marked the completion of Q1 2026 for the managed account strategy I advise. You can find a…
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RW-03-26: Global Conflict and High Inflation: What Investment Strategies Work?
