The Good, the Bad, and the Ugly
Watch List | Rational Exuberance | Chiplomacy..
Climate Change | Netflix | Semiconductors | Stock Splits..
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To get here, we’ve taken a few punches. But you don't have to...
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Category creator, leader. But is it too richly priced?..
...where you don't have to put up a lot of capital.....
Sweet nuggets of wisdom from the BRK May 2021 Meeting...
Watch List 3.0: New, Improved, Unconventional, Practical..
Operation: Be greedy when others are fearful...
Our original thesis from April 28, 2020...
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The line between them is blurry, but not invisible...
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Secular growth, Covid Immunity, Reasonable Valuations...
Buy low (expectations), sell high (expectations)..
There's positive optionality. But how much should we pay?..
We keep it “as simple as possible but no simpler.”..
Can these companies live to fight another day?..
Short-term Volatility but Long-term Growth...
Are semiconductor equipment companies attractive?..
“…returns decrease as motion increases.” – Warren Buffett..
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Strangely ignored by most analysts and investors...
A quick guide to the Buffett Style of Investing...
Breaking it down - Revenue to Free Cash Flow to Stock Price...
Common sense. Common math. Uncommon wisdom. ..
Comfortable Company. Comfortable Price. Lollapalozza!..
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Playing defense BEFORE a market crash...
A sanity check for your investment idea...
Is Passive Investing breaking the markets?..
“The true investment objective of growth is not just to make gains b..
New Disney will be a formidable force, but at what price?..
Zooming in to the right 800-pounder...
How to choose the perfect 800 pound gorilla...
A bumpy road. But the elephant marches on...
"Success means being very patient, but aggressive when it’s time." -..
How to think about investing in 1/6th of humanity...
Investing is more about nerves than brains...
When the Data Bomb, AI, and Moore’s Law collide...
“Only when the tide goes out do you discover who’s swimming naked..
A naturally unintelligent stab at an inevitability...
Renewables + Storage will force the issue...
Notes from past self to present self...
A superficial but efficient investment idea screener...
“Ignore the chatter, minimize costs, invest as if you would in a far..
“The bottom line is that, looked at prospectively, much of risk is s..
All I want to know is where I’m going to die, so I’ll never go the..
Is Renewable Energy going to win the Royal Rumble?..
