Excerpt taken from Graham & Dodd Annual Breakfast 2022 Guest Speaker: Todd Combs, Moderator: Michael Mauboussin Summary: The event’s guest speaker was Todd Combs and
Excerpt from Musings on Markets: META Lesson 1: Corporate Governance “After five decades of research in corporate governance, my sense is that we have lost
You don’t have to be a poet to understand that today’s world continues to rhyme with thousands of years of our past because we just
“Poorly comprised regulation is often just a gift to overcapitalized and over-lawyered people with a large PR budget.” And this isn’t even “real” regulation, which
Yes, it would be hard to use a Yogi Berra quote while wearing a Dodger uniform, so we will fall onto the Fitzgerald sword that
We Sadly Have NOT Met a Lot of CEOs Like This. And Another 70% Drawdown and We Might Buy the Stock. Q. We look at
Graphs from “Visualizing Countries Grouped by Their Largest Trading Partner (1960-2020)” Read the full article here.
From the Financial Times: “Bernanke, who led the Fed for two terms from 2006 to 2014, was criticized in some quarters for failing to foresee
Take a gander at the takeaways from this “thought piece.” One can make fun of the history of UN fecklessness, but this line of thinking
I am only half kidding with the title above. This article adds some historical perspective to the Small vs. Large debate. Throw in the Value
Our guest on the show this week was Craig Packer, the CEO of Owl Rock Capital Corp (Ticker: ORCC), a $5.4 billion market cap business
