Blog

Regarding… Vol 3 no 15 – Globalists vs. Localists

Regarding… Vol 3 no 14 – Turning Point

Regarding… Vol 3 no 13 – Here We Are Now; Entertain Us

Regarding… Vol 3 no 12 – Tomorrow Never Knows

Regarding… Vol 3 no 11 – No Forecast Required

Regarding… Vol 3 no 10 – You’re on your own now

Regarding… Vol 3 no 9 – Reflections on Berkshire Hathaway

Regarding… Vol 3 no 8 – The Rhyme of History

Regarding… Vol 3 no 7 – Mr Market knows

Regarding… Vol 3 no 6 – Language is a virus

Regarding… Vol 3 no 5 – Keep calm and carry on

Regarding… Vol 3 no 4 – Golden

Regarding… Vol 3 no 3 – Single point of failure

Regarding… Vol 3 no 2 – The market for lemons

Regarding… Vol 3 no 1 – Review of 2024

Regarding… Vol 2 no 46 – Roughing it

Regarding… Vol 2 no 45 – Art for art’s sake

Regarding… Vol 2 no 44 – But is it art?

Regarding… Vol 2 no 43 – Competitive Bolshevism

Beagle Shareholders’ Letter – September 2024

Regarding… Vol 2 no 42 – Trump won. So what?

Regarding… Vol 2 no 41 – 10 Stocks, Forever

Regarding… Vol 2 no 40 – Long Life

Regarding… Vol 2 no 39 – Aggressively Passive

Regarding… Vol 2 no 38 – Keep Your Friends Close

Regarding… Vol 2 no 37 – Dodging the Curse

Regarding… Vol 2 no 36 – Schrodinger’s China

Regarding… Vol 2 no 35 – Lollapalooza

Regarding… Vol 2 no 34 – Analysing Stories

Regarding… Vol 2 no 33 – The Costanza Paradox

Regarding… Vol 2 no 32 – Certificates of Confiscation

Regarding… Vol 2 no 31 – Just sit there

Regarding… Vol 2 no 30 – Priceless

Regarding… Vol 2 no 29 – Crypto is a scam

Regarding… Vol 2 no 28 – Crypto – Buy, Hold or Sell?

Regarding… Vol 2 no 27 – Dogwifhat

Regarding… Vol 2 no 26 – Caveat Emptor

Regarding… Vol 2 no 25 – Avoiding the Slaughterhouse

Regarding… Vol 2 no 24 – The Maillot Jaune

Beagle Shareholders’ Letter – March 2024

Regarding… Vol 2 no 23 – Financial Irrationality

Regarding… Vol 2 no 22 – The Cockroach

Regarding… Vol 2 no 21 – Structure Drives Strategy

Regarding… Vol 2 no 20 – Lessons Learnt

Regarding… Vol 2 no 19 – Scoundrels and Heroes

Regarding… Vol 2 no 18 – Rock Star Fund Managers

Regarding… Vol 2 no 17 – Common Ground

Regarding… Vol 2 no 16 – Sanctions Don’t Work

Regarding… Vol 2 no 15 – Head Office Blues

Regarding… Vol 2 no 14 – Stoic WP

Regarding… Vol 2 no 13 – AI’s Dirty Little Secret

Regarding… Vol 2 no 12 – Malthusian Malady

Regarding… Vol 2 no 11 – The Trolley Problem

Regarding… Vol 2 no 10 – Perpetual Motion Machines

Regarding… Vol 2 no 9 – Social Studies

Regarding… Vol 2 no 8 – Squeeze Play

Regarding… Vol 2 no 7 – Get Shorty

Regarding… Vol 2 no 6 – Riding the Dragon

Regarding… Vol 2 no 5 – Getting the foundation right

Regarding… Vol 2 no 4 – Leaving for London

Regarding… Vol 2 no 3 – The Moot Point

Regarding… Vol 2 no 2 – Prophets and Profits

Regarding… Vol 2 no 1 – Review of 2023

Regarding… Vol 1 no 16 – Credit Where It’s Due

Regarding… Vol 1 no 15 – Windshield Pitting Delusions

Regarding… Vol 1 no 14 – The Abominable No-Man

Regarding… Vol 1 no 13 – Don’t be a Turkey

Regarding… Vol 1 no 12 – Listen to the Music

Beagle Shareholders’ Letter – September 2023

Regarding… Vol 1 no 11 – Regime Change

Regarding… Vol 1 no 10 – Día de los Muertos

Regarding… Vol 1 no 9 – Salads and scrums

Regarding… Vol 1 no 8 – Bear baiting

Regarding… Vol 1 no 7 – The infinite game

Regarding… Vol 1 no 6 – Luxury, for less?

Regarding… Vol 1 no 5 – Old dogs, new tricks?

Regarding… Vol 1 no 4 – Path of Least Interest

Regarding… Vol 1 no 3 – Concentration Works, Sometimes

Regarding… Vol 1 no 2 – Don’t Roll in the Loadshedded Mud

Regarding… Vol 1 no 1 – The First Time is Always the Sweetest

Beagle Shareholders’ Letter – March 2023

Beagle Shareholders’ Letter – September 2022

Beagle Shareholders’ Letter – March 2022

Beagle Shareholders’ Letter – September 2021

Beagle Shareholders’ Letter – March 2021

Beagle Shareholders’ Letter – September 2020

Beagle Shareholders’ Letter – March 2020

Beagle Shareholders’ Letter – September 2019

Beagle Shareholders’ Letter – March 2019

Beagle Shareholders’ Letter – September 2018

Beagle Shareholders’ Letter – March 2018

Beagle Shareholders’ Letter – September 2017

Beagle Shareholders’ Letter – March 2017