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The Strategy Was Never the Problem

Ken Majmudar / July 31, 2026

The Strategy Was Never the Problem Most investment strategies that are well thought out don’t fail because the logic behind […]

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What Risk Looks Like Before It Becomes Obvious

Ken Majmudar / July 24, 2026

What Risk Looks Like Before It Becomes Obvious The investments that challenge you most rarely give any early indication that

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The Berkshire Hathaway CEO Transition – Can the Enterprise and its Principles Outlast Its Iconic and Irreplaceable Founder?

Ken Majmudar / July 17, 2026

The Berkshire Hathaway CEO Transition – Can the Enterprise and its Principles Outlast Its Iconic and Irreplaceable Founder? I just

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What My Parents’ Portfolio Taught Me About Time

Ken Majmudar / July 10, 2026

What My Parents’ Portfolio Taught Me About Time I have been managing my parents’ portfolio for a long time now.

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When “I Was Early” Is Not a Strategy

Ken Majmudar / July 3, 2026

When “I Was Early” Is Not a Strategy In the early 2010s, I came across Bitcoin before it became a

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Patience Is Not Enough

Ken Majmudar / June 30, 2026

Patience Is Not Enough Over decades of investing, I’ve come to believe that patience is one of the most valuable

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The Rear-View Mirror Is Not a Strategy

Ken Majmudar / June 30, 2026

The Rear-View Mirror Is Not a Strategy On September 15, 2008, Lehman Brothers filed for bankruptcy. I remember that morning

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Winning by Not Losing

Ken Majmudar / June 25, 2026

Winning by Not Losing Most people come to investing focused on one question. How much can I make? It took

ai investing
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How I Think About AI as an Investor

Ken Majmudar / June 3, 2026

How I Think About AI as an Investor There are very few moments in history where you can clearly feel

mk
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What Market Crises Actually Reveal

Ken Majmudar / May 12, 2026

What Market Crises Actually Reveal There is a recurring assumption in financial markets that each major disruption requires a fundamentally

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