I like writing about investing. I wrote a quarterly investment letter for the fund when semi-annual was all that was required. But the nonsense that
The Federal Reserve’s decision to cut short-term interest rates by 50 basis points in September 2024. The management of the LA Fires in 2025. Arguably
Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today
Cliff Asness of AQR Continues to Write From the FU Money Standpoint for Our Benefit Private Equity Public equity performance hurt, particularly in the U.S.
A Federal Court struck down the rules that have required thousands of public companies that trade on Nasdaq Inc. exchanges to have at least one
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever….and after
On Friday after the close, ISSC filed an 8-K giving the CEO of a $134mm market cap company a stock package that could have been
Yes, you are the CFO of a public company in the Great Era of Degradation in the quality of reported earnings. And yes, because “all
“Buy these X stocks because Y will be elected.” Using the KBW Regional Banking Index (KRX), there was a 20% gain in Q4 2016 on
We own this with roughly a $12 cost basis. We have always liked smallcap aerospace and defense. They can have oddball, profitable niches in an
Byrne Hobart thinks..not always correctly but that isn’t the point. He makes you think. “And it’s an elite school story: it opens with an anecdote
