Kuppy's Korner

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Long-time readers of this site know that I prefer an investing style that is both highly-concentrated and hyper-aggressive. My only goal is to maximize returns over rolling three-year periods. As...
As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; often tied to a bad thesis, or a bad set...
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point...

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