July 28, 2018
Morgan Housel on Optimism, Special Situations, Shareholder Activism Overview, Gene Munster's Letter to Musk, New Companies, Podcasts, Fund Letters.
July 22, 2018
Jim Scofield's Investor Lessons, Learning From Jeff Bezos, Tesla's Shorts, Self Storage Investing, JD.Com & Netflix Deep Dives, Fund Letters, And More.
July 15, 2018
Second Quarter Fund Letters, Qualitative vs. Quantitative Metrics, Munger On Mistakes, Booking vs. Airbnb, Private Equity Dry Powder, Podcasts Galore, And More.
July 9, 2018
Highlighted Investor Mohnish Pabrai, Evaluating Private Business Purchases, Tesla's Narrative, Gaming Growth, Podcasts Galore, And Dell's Public Acquisition.
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