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Anthony Bolton's Investment Strategy
Anthony Bolton's lifelong investment lessons
Mar 1
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The Big Ideas
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The 'Forensic Mindset' of Howard Schilit
Becoming a detector of financial misconduct (before it's too late).
Feb 8
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Becoming a diverse thinker will make you a better investor
Economics, natural science, and social science walk into a bar...
Jan 18
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Investing amid uncertainty - Pt.2
The Kelly Criterion, Volatility, and Investor Psychology (Final Part)
Nov 9, 2025
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Rational Returns
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Anthony Bolton's Investment Strategy
Anthony Bolton's lifelong investment lessons
Mar 1
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The Intellectual Edge
95
14
13
The Lessons of Howard Marks' Memos Pt.1 ('06-'10)
Looking at IRR vs. CAGR, diving into risk and return, Japanese philosophy, beating the market, and more.
Feb 22
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The Intellectual Edge
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Becoming Financially Intelligent
Financial Intelligence - Part 1/4. Trusting the numbers, reporting biases, accounting rules, and more.
Feb 15
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Recent posts
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The Lessons of Howard Marks' Memos Pt.1 ('06-'10)
Looking at IRR vs. CAGR, diving into risk and return, Japanese philosophy, beating the market, and more.
Feb 22
•
The Intellectual Edge
12
3
Becoming Financially Intelligent
Financial Intelligence - Part 1/4. Trusting the numbers, reporting biases, accounting rules, and more.
Feb 15
•
The Intellectual Edge
52
3
12
The 'Forensic Mindset' of Howard Schilit
Becoming a detector of financial misconduct (before it's too late).
Feb 8
•
The Intellectual Edge
50
5
The Intellectual Edge
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