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Humble Pie
Listen now (39 mins) | A conversation with Dan Rasmussen, author of "The Humble Investor"
Feb 2
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Hunter
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39:24
January 2025
Growing on Trees
Are excess returns growing in Timber REITs?
Jan 26
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Growing on Trees
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Promise and Peril
REIT Themes for 2025
Jan 12
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Promise and Peril
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December 2024
The Most Important Thing
Year-end thoughts on making money, volatility, inflation & Build-a-Bear Workshop
Dec 22, 2024
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The Most Important Thing
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Something to Stew On
Getting a Dividend from Berkshire the Hard Way
Dec 5, 2024
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Something to Stew On
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November 2024
NAV Shenanigans
How Invesco's INCREF Uses the Mothership to Push NAV & Fees
Nov 24, 2024
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NAV Shenanigans
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Beauty Contests
Morningstar, The Fiduciary Rule, and the Unreasonable Tyranny of “Prudence”
Nov 10, 2024
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Beauty Contests
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October 2024
Industrial Softness
Are there opportunities in the slowdown?
Oct 30, 2024
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Industrial Softness
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A GAAP In Understanding
Marty Whitman on the Limits of Disclosure
Oct 17, 2024
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A GAAP In Understanding
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When It Rains, It Pours
Invitation Homes, the FTC, Helene & The Hog
Oct 6, 2024
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When It Rains, It Pours
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September 2024
The Institutionalization of Home Equity on Thesis Driven
Securitize it!
Sep 24, 2024
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The Institutionalization of Home Equity on Thesis Driven
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Transitional Capital
A New Credit Model for High-Growth Real Estate Firms
Sep 15, 2024
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Transitional Capital
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