We will credit the Financial Times for this tidbit. Let’s assume a Chairman with a Forbes estimate of net worth north of $4 billion works
In a March 8th interview in the FT (which is behind the paywall, so I will summarize), Cliff Asness of AQR continues to lead the charge for why seven stocks won’t rule the world forever. And a few other non-original thoughts that are still worth repeating.
This is a former holding that we sold earlier this year (at a price higher than today) due to a complete lack of faith that
Even if one assumes this makes any sense, it will take a really long time to kill off the carbon transportation business.(Cars and Trucks) The
“Yeah, Whatever” shall be the annoying theme for the next few hundred words due to a recent and random listening of Liam Lynch’s 2002 important hit.
We “usually” hate corporate governance structures where there is unequal voting rights accorded to different share classes. And we are wary of “control” situations where
We read proxies. And 10-K’s. We generally are not a fan of floating assets. We are generally not a fan of voting controlled public companies.
Alex Karp, CEO of Palantir on CNBC this week: “I love burning the short sellers. Almost nothing makes a human happier than taking the lines
