Advise accordingly . . .
SNL- Don’t Buy Stuff. Hat tip Rob L. Wow, that was surprising. Monday’s column on buying a new car...
10 Wednesday AM Reads
My mid-week morning train reads: • The Tokyo Job: Inside Carlos Ghosn’s Escape to Beirut (Businessweek) • The ROI of snacks: How...
MiB: How to Build “Concentrated, High Conviction” Portfolios
If you want better portfolios you must begin with companies that are “inherently better businesses.” So says Matthew Benkendorf, CIO...
Stock Ownership in the USA
Source: Torsten Sløk, Ph.D., Deutsche Bank Securities Last month, we looked at how the top 1% of wage earners in the USA...
10 Tuesday AM Reads
My Tuesday morning train reads: • Institutions Know They’re Being Hoodwinked by Private Equity And they’re pushing back....
BBRG: No One Gets Rich by Shunning New Cars and Lattes
No One Gets Rich by Shunning New Cars and Lattes The spending scolds always make the same errors about personal finance. Bloomberg,...
10 Monday AM Reads
My back to week morning train reads: • Why So Many Things Cost Exactly Zero (BusinessWeek) • Inside Carlos Ghosn’s Great Escape: A...
Transcript: Matt Benkendorf
The transcript from this week’s MiB: Matt Benkendorf, Vontobel Quality Growth, is below. You can stream/download the full...
10 Sunday Reads
My easy like Sunday morning reads: • How Trump’s Trade War Is Making Lobbyists Rich And Slamming Small Businesses (ProPublica) •...
The Kaepernick Shoe
What kind of crazy, fucked-up world do we live in where Jay Z makes a deal with the NFL and Nike’s Colin Kaepernick shoe sells out?...