2025 recap

10 lessons learned from the year

Dec 30, 2025 • Poor Charlie

4

1

November 2025

Vysarn Limited

Vertically integrated water services provider

Nov 19, 2025 • Poor Charlie

11

8

2

October 2025

Psychology of Markets

Dictating who sets the behavior: The investor or the market?

Oct 16, 2025 • Poor Charlie

2

2

September 2025

Random rumblings

10 Investing Insights

Sep 11, 2025 • Poor Charlie

7

7

1

August 2025

Concentration vs Diversification

Seeking the optimal portfolio balance

Aug 12, 2025 • Poor Charlie

7

2

2

July 2025

Taking out the trash

A sneaky compounder

Jul 17, 2025 • Poor Charlie

13

3

3

June 2025

Golden Cross

The Art of Independent Thinking

Jun 17, 2025 • Poor Charlie

5

1

3

May 2025

Acquisition flurry

Some serial acquirers seriously acquiring

May 15, 2025 • Poor Charlie

10

2

April 2025

"Long term" investing

Time arbitrage, an investor's greatest ally

Apr 22, 2025 • Poor Charlie

9

4

March 2025

Computer Modelling Group

Constellation playbook?

Mar 12, 2025 • Poor Charlie

19

6

6

February 2025

Buffett and Munger Unscripted

Top 5 takeaways

Feb 18, 2025 • Poor Charlie

26

9

8

January 2025

Letting winners run

Water your flowers, cut your weeds. Feed your winners, starve your losers.

Jan 16, 2025 • Poor Charlie

17

2

3