Value Tortoise

What 51 years of data says about silver

There has been a lot of talk about silver lately, mostly because it has decided to go absolutely vertical over the past twelve months.

Jan 10 • Dhruv Maniyar

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December 2025

Six things on my mind as we enter 2026

With Spotify Wrapped reminding me that the year is coming to a close, I thought I’d put my thoughts down on just how strange and fascinating this moment…

Dec 14, 2025 • Dhruv Maniyar

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50 Books That Stayed With Me: 7 of 50

Norwegian Wood by Haruki Murakami

Dec 7, 2025 • Dhruv Maniyar

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The Problem With Modern Basketball

A new way to structure NBA games.

Dec 5, 2025 • Dhruv Maniyar

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October 2025

50 Books That Stayed With Me: 6 of 50

Hyperbole and a Half by Allie Brosh

Oct 31, 2025 • Dhruv Maniyar

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I designed my very own playing cards!

This is a little off topic, but one of the best things about running a personal newsletter is that it’s personal.

Oct 18, 2025 • Dhruv Maniyar

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What 50 years of returns tell us about gold

Gold is in the news again, and why wouldn’t it be?

Oct 12, 2025 • Dhruv Maniyar

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What I loved reading this year

Articles not books!

Oct 6, 2025 • Dhruv Maniyar

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September 2025

Why my equity research now starts with an LLM

A useful prompt for research

Sep 11, 2025 • Dhruv Maniyar

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August 2025

Between Queues, Rain, and football

A Year in London

Aug 29, 2025 • Dhruv Maniyar

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50 Books That Stayed With Me: 5 of 50

Seeking Wisdom From Darwin to Munger by Peter Bevelin

Aug 10, 2025 • Dhruv Maniyar

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Luck will matter more in the future

Imagine a cricket match between India and Ireland.

Aug 2, 2025 • Dhruv Maniyar

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