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November 2021 YTD Return: +97% (+70% vs. the S&P)
Leverage Point
7
3
December 2021 YTD Return: +63% (+34% vs. the S&P)
Leverage Point
10
6
October 2021 YTD Return: +129% (+105% vs. the S&P)
Leverage Point
7
2
Key investment themes for next year
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4
Reversion to the mean, are we there yet?
Leverage Point
5
4
Wisdom from the legendary investor Peter Lynch
Leverage Point
4
2
April 2022 YTD Return: -48% (-34% vs. the S&P)
Leverage Point
3
January 2021 YTD Return: -21.5% (-15.5% vs. the S&P)
Leverage Point
1
4
February 2022 YTD Return: -27.5% (-18.5% vs. the S&P)
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2
Is inflation really due to supply chains? Maybe the bicycle industry holds the answer
Leverage Point
3
4
March 2022 YTD Return: -34% (-28.5% vs. the S&P)
Leverage Point
1
How I stay focused only on stocks that outperform
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4
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