Let’s just say the graveyard is full of those who think they are “bigger” than the market and “markets” exist to be bent to
This relates to a lot of things in the world outside of Wobegon.
This past week I had the distinct privilege of presenting to Titan Capital Management undergraduate students at Cal State Fullerton. Kelly Ko, who is a
This is an older piece and an older theme, but it remains relevant. Thank you, David Epstein and Angela Duckworth, and a U Penn lecture
*Eugene and Ben have not been appointed to VSAT’s Investor Relations Team. This is meant in a humorous manner due to the number of
From the 2021 Brookfield Annual Report, Bruce Flatt’s Letter to Shareholders. Please Remember That You Own a Piece of Our Business Lastly, we encourage you
The only thing we have to add here is that this is FAR from being an outlier. Original article posted at Petition.com. Hertz Drops
The 2020 Berkshire Hathaway report as far as the “Letter to Shareholders” was short, boring, and not very funny. One plausible answer is that the
In thinking through some recent conference comments by CEO, Mark Dankberg, it struck us how “differently” the narrative is for Viasat versus the deafening
The process of “weighing” a stock promoter’s narrative is imprecise because “reality” as reflected via stock prices can be a rapidly moving target, as “things
Thank you Financials Times Alphaville for doing the work that supports what should be an obvious contention: this is ridiculous. Whether you are talking
This exchange is lifted from the recent DISH earnings call. DISH is attempting an “interesting/controversial/expensive/risky?’ build of a software-defined 5G network. They don’t promote, they
