This is 68 pages of gogglygoook. But summed up… Google’s energy use is exploding. Google Chief Sustainability Officer Kate Brandt told The Associated Press news
Identify an underpriced public equity with some fixable issues. Buy the hell out of it. Install Board members to direct improvement, and as importantly, increase
It is no secret that the Russell 2000 contains some crappy companies – some 40% of the R2000 constituents are unprofitable. This is a common
Here we are in June, and things mostly continue on in a Newtonian fashion: “A stock at rest will remain at rest, and a stock
“I am open to the idea that the market is getting less efficient and that this has something to do with indexing. But if so,
I have clocked a lot of Smil on different topics. Thoughtful and obvious math on the carbon world. This is not political, it’s reality.
We do keep an eye out on all things roaming around the world, although a lot of them don’t turn up in portfolios. That said,
It might simply be wrong to infer any “corporate conduct” hurdles from someone who was simply born to be the grandson of Warren Buffet’s sister,
This is subtly very interesting when attempting to understand just how screwed up our healthcare system is. Investment and policy relevant. Like the Middle East
We will credit the Financial Times for this tidbit. Let’s assume a Chairman with a Forbes estimate of net worth north of $4 billion works
In a March 8th interview in the FT (which is behind the paywall, so I will summarize), Cliff Asness of AQR continues to lead the charge for why seven stocks won’t rule the world forever. And a few other non-original thoughts that are still worth repeating.
This is a former holding that we sold earlier this year (at a price higher than today) due to a complete lack of faith that
