Investing

You Can’t Take an AI Assistant Out to Lunch

Listed companies can no longer outsource their investment story to the capital market.

Jul 24 • Michael Chojnacki

Thematic Approach to Investing

Pondering on the investment themes for 2025-2040

May 29, 2025 • Michael Chojnacki

Making Decisions Under Uncertainty

Why investing is a lot more like poker than it is like chess

Nov 13, 2023 • Michael Chojnacki

Quiet Contemplation and Opportunistic Action

Apr 3, 2022 • Michael Chojnacki

Book Review: The Most Important Thing by Howard Marks

This book has been on my “to read” list for a while now.

Feb 16, 2022 • Michael Chojnacki

Decisions Under Uncertainty

How luck, skill and hidden information play a role in successful investing

Nov 4, 2021 • Michael Chojnacki

Benefits of Being a Small Investor

Guest post from Tom Beevers, ex-Portfolio Manager at Newton and founder of StockViews.

Jul 31, 2015 • Michael Chojnacki

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