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Q1 2026 Coffee Can Portfolio Update
Switching Off
Apr 18
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Coffee Can Investor
11
1
Navigating Style Drift
The high cost of learning new tricks in pessimistic situations
Feb 15
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Coffee Can Investor
2
The Turtle vs. The Golden Hare
The Maths of Being Frugal
Feb 7
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Coffee Can Investor
9
2
Microsoft 1999 and the AI Moment
Why history warns us about paying any price for the future
Jan 17
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Coffee Can Investor
6
1
Borrowed Time, Borrowed Returns
What history reminds us when markets sprint too far ahead
Oct 18, 2025
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Coffee Can Investor
Simple Goals, Big Outcomes
Lessons from a pandemic-era financial plan and the road ahead to financial independence at 50
Aug 12, 2025
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Coffee Can Investor
1
JISA: Just Incredibly Sensible Actually
The UK’s Unsung Hero for Future-Proofing Your Child’s Finances
Jun 7, 2025
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Coffee Can Investor
Rotating Out: Closing the VEU trade
Some profit booking; Retrospective on some profitable posts
May 24, 2025
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Coffee Can Investor
Walgreens goes private, Kohli bows out, and small-cap scams stay evergreen
Permanent Losses (and Other Uncomfortable Truths)
May 17, 2025
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Coffee Can Investor
1
What Just Happened? April’s Markets in Rewind
A 30-day rollercoaster brought us full circle. But should we treat it as a return to normal — or a warning shot?
May 3, 2025
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Coffee Can Investor
Skin in the Game
Employee stock options & Asymmetric bets
Apr 26, 2025
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Coffee Can Investor
3
Money, Life, and Staying the Course
A practical framework for financial peace—without chasing fads
Apr 14, 2025
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Coffee Can Investor
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