This year, we lost one of Wall Street’s brightest lights. Beginning in 1974, and over the next 50 years of investing, Laszlo...
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There is a particular type of analysis I keep seeing, one that easily misleads investors. Typically, it starts with an important,...
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Previously: Nobody Knows Nuthin’ (May 5, 2016) Can Anyone Catch Nokia? (October 26, 2022) Why the Apple...
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I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...
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I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research...
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Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up...
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One of the reasons people in the investment community respect Howard Marks so much is he says what he believes and lets the...
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Every now and again, we reach a moment in time when the scales fall from our eyes, and reality is revealed to us. We are now at...
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So, the whole house is down with Covid. I had some minor symptoms I assumed were vaccine side effects, but I kept testing negative. By...
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I wonder how far my view of the universe is from (objective) reality. My pal Dave Nadig suggests that we are all much...
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