Archive - The Long Game

Reflecting on 2022, investment themes and the next iteration of The Long Game

Reflections on the first year of writing

Dec 30, 2022 •

The Long Game Investor

November 2022

Intensity is the price of excellence, bull sh!t EBITDA adjustments, how to beat the S&P 500 and being called a "dumb doofus idiot"

October 2022 Monthly Wrap

Nov 3, 2022 •

The Long Game Investor

October 2022

September Monthly wrap - 500 subs, the story of Spotify and the makings of a multi-bagger stock return

Oct 7, 2022 •

The Long Game Investor

September 2022

August 2022

July 2022

June Monthly Wrap

Every month I share an update on this newsletter and a summary of what I’ve read, seen or heard that I’ve found interesting.

Jul 1, 2022 •

The Long Game Investor

June 2022

May 2022 monthly wrap

Every month I share a summary of what I’ve read, seen or heard that I’ve found interesting.

Jun 2, 2022 •

The Long Game Investor

May 2022

April 2022

Charlie Munger: "I wouldn't want any one of them to marry into my family."

Notes from Charlie Munger at Sohn Hearts and Minds 2021

Apr 22, 2022 •

The Long Game Investor

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