Nothing is Easy When People Are Involved: Cano Health
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
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
Said another way – bank blow-ups are garden variety stupid. The collective “we” rarely change. Said at least one other way, Man is a deterministic
We have written numerous times about the degradation of what constitutes “earnings.” We are talking decades. But excluding compensation issued via stock vs cash is
…if you are thinking about spending literally trillions of dollars on a new policy imperative. A Recent conference clip from Seifollah Ghasemi, Chairman, President &
Our experience says no. This is math behind it.
We don’t “do” a lot of macro – see last Berkshire annual for the 11,000th repetition why. But we like contrary thinking. And this remains
Sitting in the seat and collecting equity grants is highly discounted “ownership.” “As for the future, Berkshire will always hold a boatload of cash and
Ted and Todd and the Berkshire Annual 2023 (Source: 2021 Annual Shareholder Meeting)
Our beloved Logo springs to life like an Ivy League Pinocchio. The following is an in-depth interview conducted during lunch hours at CSC Global Headquarters.
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