
Viasat: Obviously These People are Geniuses
If nothing else but by not being REALLY early. And it’s not fair to whomever they are to suggest that the letter lacks little detail

If nothing else but by not being REALLY early. And it’s not fair to whomever they are to suggest that the letter lacks little detail

Yes, I signed up. Unless you are an accountant or a banker, you would probably rather go to the dentist than listen to a speech

Yes, there are some people who think it is fun to read the 1977 to 1997 Berkshire Hathaway shareholder letters on the Beach. It is

This is a speech given in 1998 by Arthur Levitt, the SEC Commissioner. He obviously had a sense of the nature of man and money,


While the “Institute” was ripping up a Graham-esque curriculum to focus on climate change and DEI initiatives, this dude was having a field day with

Sometimes you just don’t know people. Or what drives them. And so mistakes can be made when you try to equate what seems to add

In a nutshell, valuations matter. Good past performance tends to attract and avalanche of money which raises the valuation of said investment bucket which steals

From CNBC as Noted in Grants: “In finance, when you’re playing defense, you’re almost certainly losing,” [Ken] Griffin said to Citadel’s new class of summer
I am normally loath to add commentary on the macro yack d’jure as I simply can’t imagine you woke up this morning wondering, wow, I

“It is difficult to get a man to understand something when his salary depends on his not understanding it.” The former wrote the attached piece,