In 2019, I made the decision to focus more on in-depth analysis, so I wrote far fewer articles than in previous years. However, I think the decision was a wise one as I believe the quality of the finished articles was improved. If nothing else, I learned quite a bit more about the topics discussed since I spent so much more time researching the subject matters.
That being said, here are the top posts from 2019, which newer subscribers may have missed:
How Inflation Makes the ‘Value’ Factor a Sector Bet
The Compelling Case for Mid Cap Stocks
The Global Portfolio’s Rough Three Decades
Is Risk A Function of Sector or Size? Part II
The Case for Holding Oil & Gas Stocks
Podcast Interview with Tobias Carlisle
As always, thank you for reading and sharing feedback, etc.!