How To Trade Like Bill Dunn: Dunn Capital Management Founder
byTrend-following isn’t about predicting the future. It’s about surviving the present until the math pays off. Bill Dunn, the founder of Dunn Capital Management,…
Blog
Trend-following isn’t about predicting the future. It’s about surviving the present until the math pays off. Bill Dunn, the founder of Dunn Capital Management,…
Everyone loves talking about Warren Buffett’s track record as if it were magic. The financial media paints him as a mythological figure who just…
Silver is an incredibly frustrating asset to hold. To my eyes, it lives with a split identity: part old-school monetary asset, part hyper-cyclical industrial…
To my eyes, nothing exposes a fragile portfolio architecture quite like a sudden inflation shock. We saw the math break down vividly in 2022…
Warren Buffett is a name that dominates any conversation about capital allocation. But to my eyes, the mythology often obscures the actual mechanics. We…
Warren Buffett is widely recognized for his staggering compounding record as the chairman and CEO of Berkshire Hathaway. Over the decades, he has assembled…
I used to think investing like Victor Sperandeo—affectionately known as “Trader Vic” in quant circles—meant you needed a Wall Street zip code and a…
I used to think Warren Buffett’s edge was entirely structural—an infinite bankroll, structural leverage through insurance float, and access to sweetheart preferred equity deals…
Warren Buffett is the grandfather of value investing, but reading his letters and actually living his strategy are two very different things. To my…
Warren Buffett’s name often brings up ideas of folksy wisdom and a preference for predictable, seemingly boring businesses. But behind the cherry Coke and…
To my eyes, looking at the tape the way Tom Baldwin did forces a complete rethink of how we handle bond trading. We aren’t…
I used to assume studying institutional giants like Steve Clark was a total waste of time for us DIYers. We don’t have prime broker…
I used to think of the stock market entirely in terms of ticker tape and shouting brokers on the NYSE floor. The reality today…
To my eyes, the hardest part of value investing isn’t calculating intrinsic value or deciphering a balance sheet. It’s the behavioral agony of holding…
The reality of an economic moat isn’t just a cute castle analogy; it’s the mathematical ability to pass on a 6% inflation print to…
Warren Buffett is a fascinating study in behavioral discipline. Everyone loves to quote the Oracle of Omaha when the markets are calm, but to…
When you sit down to deconstruct the mechanics of legendary capital allocators, Bill Ruane demands your attention. As the architect behind the Sequoia Fund…
If you want to trade the S&P 500 without getting your face ripped off, you have to understand market breadth. It isn’t just about…
I used to assume the Price-to-Sales ratio was just a convenient excuse to buy garbage companies with completely broken earnings. I was dead wrong….
Financial anxiety isn’t just a psychological issue; it’s a measurable drag on your portfolio’s compounding engine. The anxiety doesn’t just come from struggling with…