June 30, 2018
Mohnish Pabrai, Visionary vs. Optimizer CEOs, Yield Curve, Tax Cuts, Carl Icahn's SandRidge Activism, and more.
June 29, 2018
These are my own scratch notes on what I found interesting and noteworthy as I read through Munger's letters.
These are my own scratch notes on what I found interesting and noteworthy as I read through Prem Watsa's Shareholder Letters.
June 23, 2018
Seth Klarman Bio, Howard Mark's New Memo, AT&T TWX Merger, Carl Icahn's SandRidge Battle, Appaloosa Activism, and more.
June 15, 2018
Michael Burry Deep Dive, Microsoft's GitHub Purchase, Mary Meeker's Internet Trends, The Real Frank Abignale, Carl Icahn vs. SandRidge Energy, and More.
June 10, 2018
Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRidge Activism.
June 4, 2018
Charlie Munger Deep Dive, Ballooning Student Debt, Goverment Backed Mortgages Repeat, "Quantitative Value" Book Review, Buffett-Uber Deal Gone Awry, And More
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