It might simply be wrong to infer any “corporate conduct” hurdles from someone who was simply born to be the grandson of Warren Buffet’s sister,
This is subtly very interesting when attempting to understand just how screwed up our healthcare system is. Investment and policy relevant. Like the Middle East
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
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.
Liberty Trip filed to both “delist” to the pink sheets and move incorporation from Delaware to Nevada.
If your goal is to “pay attention to detail” and try to put some meat next to the headline potatoes, then Rob consistently presents logical
Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our
The International Energy Agency has forecasted that demand for fossil fuels will peak before 2030. “I don’t think they’re remotely right . . . You can build scenarios, but
Yet Another Value Podcast: Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst+ $VSAT Update
There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?
You can run your PA as you see fit. We would suggest this is your second largest position as is ours. This recent presentation does
There is a relatively new top 5 Position. What is the value of the privately held portfolio? We paid for zero. The future remains uncertain
We were not remotely involved in this as an FYI. But if we were simply repaid for every dollar lost in a situation where it
…if you are thinking about spending literally trillions of dollars on a new policy imperative. A Recent conference clip from Seifollah Ghasemi, Chairman, President &
We hate A/B stocks. The amount of people who are “entitled” to a Dictatorship of a public company is depressingly less than the reality of
By Andrew Leaf and Austin Farris As Covid forced us to figure out how to do our jobs with an Acer monitor and kitchen table
