I don’t know the Verdad people, but they tend to lean toward what we are thinking, so they are obviously smart and worldly people who
Why does the SEC want this? Who really wants it? “Only 4 hours of work” is BS. Another reason to run concentrated portfolios.
Private market assets under management totalled $13.1tn on June 30 last year, having grown at nearly 20 per cent a year since 2018. Most of
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
