There is a solid mess out there in the world, and financial markets tend to amplify the severity of non-zero probabilities, and then swing back and forth between severities
The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Corruption of the Private Equity Industry
If you don’t know what I mean, then you should be reading it. Directional vector and sustainability of ROIC. Cash earnings. DCF Framework. Reverse engineering input estimates implied by current valuation. Older than him, but reps are important.
The full interview starts on page 10.
Lifecore Biomedical to be Acquired by Webster Equity Partners
Why AI Will Accelerate Health Care Inflation
There is no doubt, in my mind, that the SEC is a political animal, no different that any government agency. Any cursory look at history
Among other random thoughts during the day in the office, one thinks about purpose, focus and motivation. And in case one’s mind wonders, a snippet
AI is new and interesting and thus it pays to skim widely to tentatively take at least mental positions on where it may or may
Dan and Verdad do a great job with data annunciating what I say in 2500 non-AI words. This “relative” problem started mid-May. “Companies with lottery-ticket,
I will admit to a little Scott Bessent man-crush from a purely intellectual standpoint. But I find this press release from the Treasury perturbing. Simply
Yes, this is what happens when you are stuck at airports. A few thousand years ago, this writer and portfolio manager had hair and wrote
