Folk songs and essays on investing and living.

Home recordings of covers and originals — and a decade of essays on markets, value, and living.

The songbook

Music

Covers and originals, by album and era — press play, or take the chords with you.

Latest recordings

The albums

Read

Two collections, written over a decade of running a value fund and the years since.

Value, markets & the honest arithmetic of returns

Rational Awakening — attention, desire, and meaning