Archive

2019 • 2018 • 2017

• April 2019 - Charlie Munger is Dangerously Wrong: The Value Investing Crisis (Mental Models Memo, May 2019)
• April 2019 - Askeladden Capital Q1 2019 Letter
• January 2019 - Askeladden Capital Q4 2018 Letter: A Better Life

• October 2018 - Howard Marks is Dangerously Wrong – Mental Models Memo, October 2018
• October 2018 - Q3 2018 Investor Letter: Five Counterintuitive Lessons from Five Years of Professional Investing
• September 2018 - If I disappeared… would you notice I’m not here? (Mental Models Memo, September 2018)
• August 2018 - Resilience from Xerxes to Taylor Swift: Hedgehogs, Conditioning, and Trait Adaptivity (Mental Models Memo, August 2018)
• July 2018 - Askeladden Capital Q2 2018 Letter: Poor Ash’s Almanack – A Learning Journey
• April 2018 - Q1 2018 Askeladden Investor Letter: “The Asterisks”
• January 2018 - If You See CA-PE/Shiller, Please Tell It To Go Away
• January 2018 - 2017 Q4 Investor Letter

• October 2017 - 2017 Q3 – Askeladden Investor Letter
• July 2017 - Ten Commandments From 1.5 Centuries of American Retail Dominance (And Failure)
• July 2017 - Countering Cute Storytelling
• July 2017 - [$25 prize] Recommendation Request: Six-Star Books
• July 2017 - Don’t Hire Me As Your CMO…
• July 2017 - Q2 2017 – Askeladden Investor Letter
• June 2017 - Be A Filter, Not A Sponge
• June 2017 - How To Get A Value Investing Job From A State School (Or Other Non-Traditional Background)
• June 2017 - The Struggle of (De)Motivation and Asynchronous Payoffs
• April 2017 - Neck Pain, Heuristics, and Mental Models
• April 2017 - Podcast with John Mihaljevic / Manual of Ideas
• April 2017 - Askeladden Capital Q1 2017 Investor Letter
• March 2017 - Grit Is Overrated
• January 2017 - Regulations, Toothpaste, and Askeladden’s Q4 2016 Letter
• January 2017 - Why Value Investors Need Systems Thinking
• January 2017 - Welcome To The Blog