Some things and ideas: October 2025

Oct 31

My monthly overview (Monthly recurring piece)

3 Comments

Starting a Substack is a great idea. I began writing about long-term compounders and undiscovered opportunities in the banking space — it’s been a great way to clarify my thinking and put ideas on paper.

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great pre-hiatus podcast!

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ASOIAF

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Yet Another Value Blog

Some things and ideas: October 2025