On Daruma’s Watch

Monthly Small-Cap Insights for Investment Professionals

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2014 Newsletters

Do You See What I See? Three ideas for changing your investment perspective. (August 2014)

Drawing, as with most skills, is something that can be learned. In today’s newsletter I share how a simple drawing trick unleashed my inner artist and how tricks, similarly applied, can improve your investment skills as well. Read more

How to Debunk 35 Years of High School Myths (July 2014)

The Four Bureaucratic Horsemen of GM’s Apocalypse (June 2014)

From Ira Sohn With Love: Three Investment Ideas (May 2014)

Pawn Shops, Mobsters and the Search for Value (April 2014)

What’s Dogging Your Portfolio? (March 2014)

Blackjack, Cycling and the Power of the One Percent (February 2014)

Foodies, Fortunes and the Folly of Economic Forecasting (January 2014)