
Cleaning Out the Random Notes File: Unattributed interview with Frank Slootman, CEO of Snowflake inc. in 2022
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

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

Our guest on the show this week was Brian Lane, the President and CEO of Comfort Systems, a $3.6 billion market cap company that provides

There are lots of spooky things in the world, but what kind of financial institution do you want to own where 6x plus leverage ratios

Jim Bianco is an interesting guy who shouldn’t be on TV as much as he is. This is an interesting and comprehensive piece that suggests

This was Jay Powell’s Jackson Hole speech from 2021. To be fair, he was not any farther off than 90 years of his predecessors. Oops

Our guest on the show this week was Steve Daly, the CEO of Instructure Holdings (ticker: INST), a $3.3 billion market cap educational software company.