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History & Politics

One Country, Two Histories, Part 1: The Identity Crisis

October 15, 2023December 24, 2023 Bryce Pointer

This article is a brief introduction in a series on American history. For us, history needs to answer: what does America mean?

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Book Reviews History & Politics

Democracy in America: An Exceptional Challenge

October 8, 2023December 23, 2023 Bryce Pointer

In 1831, the French government sent a pair of envoys to America to study the U.S. prison system. One of these envoys, Alexis de Tocqueville,

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Finance & Economics

Value and Growth: A Tale of Two Styles

October 1, 2023December 23, 2023 Bryce Pointer

As we’ve discussed before, equity investing strategies come with plenty of variety. A key strategic—even philosophical—dimension of investing style is value vs. growth. In practice

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Finance & Economics

Our New Analyst, Artificial Intelligence

September 24, 2023December 23, 2023 Bryce Pointer

In many ways, 2023 is shaping up to be a year of AI hype. Generative AI and large language models have become hot buzzwords, and

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Finance & Economics

Deere: Planting Precision, Reaping Reversion?

September 17, 2023December 22, 2023 Bryce Pointer

It’s common for investment job interviews to have some stock pitching component—this can take many forms. This is one I’ve used in the past. While

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Book Reviews History & Politics

The Renaissance Reader’s Library – Biographies, Autobiographies, & Memoirs

September 10, 2023December 31, 2023 Bryce Pointer

While a key goal of the blog is to talk in depth about particular books and ideas, I want to start with some very quick

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Book Reviews Finance & Economics

The Renaissance Reader’s Library – Finance & Economics

September 10, 2023December 31, 2023 Bryce Pointer

While a key goal of the blog is to talk in depth about particular books and ideas, I want to start with some very quick

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Book Reviews History & Politics

The Renaissance Reader’s Library – History, Politics, & Society

September 10, 2023February 4, 2024 Bryce Pointer

While a key goal of the blog is to talk in depth about particular books and ideas, I want to start with some very quick

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Finance & Economics

CFA: Chartering a New Course

September 4, 2023December 22, 2023 Bryce Pointer

In thinking about ways in which my personal experience can add value to readers, my experience with the CFA program often comes to mind. Given

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Finance & Economics

What Makes for Good Business? Part 4: Not So Fast, My Friend!

August 27, 2023December 22, 2023 Bryce Pointer

We’ve covered a lot of ground—accounting, capital costs, and competitive advantages that help companies earn economic profits. But if we want to invest, we ultimately

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