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
From a Mystery Q4 Earnings Call: I would also like to spend some time this morning reiterating and elaborating on XXX capital allocation priorities. First, our
Yes, it is easy to see how “older and crankier” develops when the nouveau twitter gushes over a Buffet aphorism that was seemingly revelatory in…1986?
Stop and Buy This Book: The Counting House by Gary Sernovitz
Liberty Trip filed to both “delist” to the pink sheets and move incorporation from Delaware to Nevada.
Except from IAC’s Q4 earnings call:
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
