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On Daruma’s Watch
On Daruma's Watch
Monthly Small-Cap Insights for Investment Professionals
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Smart Phones, Smart Doctors and Global Super Bugs (December 2013)
Playing video games doesn't usually translate into investment insights. This month, however, and thanks to my world-class epidemiologist neighbor and our mutual obsession with the game Plague, Incorporated, I share how tracking "infected people" and scorekeeping in our business run parallel. Read more…
The X-Men Go Bowling for Dollars (November 2013)
Bullmarket Regrets and Edith Piaf Songs (October 2013)
Van Halen, Tattoos and Brown M&Ms (September 2013)
Spooks, Romans, Lumberjacks, Lend Me Your Filters (August 2013)
It's a Bird, It's a Plane, It's... ROIC-Man! (June 2013)
A CFA and Three CPAs Walked into a Room... (May 2013)
Take Two Tylenol And Call Me In The Morning (April 2013)
Musings of a Psychopath (March 2013)
Ducks, Swans, and Old People (February 2013)
Shoulder Pads and Supply Chains (January 2013)
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