The P Word (Performance)

The P Word (Performance)
Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm.
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The Elements of Value

The Elements of Value
It was a great year at Regency Capital. For me personally, I am learning, we are growing, and we continue to look for ways to improve. Part of this growth is to continually evaluate (kaizen) how we do things, our processes, and make sure we provide the value that clients deserve, value that also distinguishes us from competitors.
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3-Minute Update: Fading the Herd

3-Minute Update: Fading the Herd
Neil Rose explains why he's taking some profits and getting more defensive as investors continue to pump up stock valuations, especially Big Tech. Neil worries the markets are now depending on one big assumption, and the costs of being wrong are high.
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Investment Commentary Q4 2023

Investment Commentary Q4 2023
Capital markets in 2023 showed investors’ resilience—or was it complacency? Clearer was yet another lesson on the dangers in following forecasts, especially those of policymakers, PhDs, and Wall Street strategists. The Fed’s interest rate hikes and tough inflation talk didn’t cause an “inevitable” 2023 recession after all.
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Skin in the Game

Skin in the Game
Kawika Shoji discusses the importance of Nassim Nicholas Taleb’s concept of Skin in the Game and the power of identifying incentives and (often hidden) asymmetries.
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Sizing Does Matter

Sizing Does Matter
Neil Rose and Arthur Mallet discuss: the hardest thing about investing, sources of investing advantages and the importance of position sizing for risk management and performance.
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Mid-Year Update 2023

Mid-Year Update 2023
Neil and Co. catch up and talk about a market resembling both the late 1990s tech boom and the Nifty Fifty craze of over 50 years ago. Also discussed is Neil’s current research adventures into commodities and thoughts on electric vehicles and where he’s seeing value today.
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Hawaiian Electric and Bankruptcy

Hawaiian Electric and Bankruptcy
Today’s inquiries are about Hawaiian Electric’s future as HECO makes national news for its possible culpability in the Lahaina fires and its deteriorating stock and bond prices. Will Hawaiian Electric declare bankruptcy?
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Time to get back in the Game?

Time to get back in the Game?
As humans, we are not emotionally equipped to handle short term pain for long term gain. We are a fight-or-flight species, after all, seeking immediate gratification and immediate relief. Successful investing, like a lot of things in life, requires us to disobey our biology and animal brains.
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Investment Commentary Q2 2023

Investment Commentary Q2 2023
It can’t be overstated how powerful ultra-low interest rates have been for asset prices and wealth accumulation over the past four decades—and the bubbles. But perhaps it is now time to think how unsustainable constant intervention and stimulus are, despite government’s good intentions.
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