Article 9
“What do you want to run for this year, Joe?” “Treasurer” “But you cannot even add!” “I did not say I wanted to run for assistant treasurer.”
View ArticleAndy Zaky compares Apple & Google
And nails it once again: Here is another way to think about all of this. If an investor had $1 trillion in her bank account and had the ability to buy Apple or Google outright in cash at their current...
View ArticleStart small
“A complex system that works is invariably found to have evolved from a simple system that worked. The inverse proposition also appears to be true: A complex system designed from scratch never works...
View ArticleTaleb on designing anti-fragile systems
Brilliant as usual, especially on the topic of technological development: Tinkering by trial and error has traditionally played a larger role than directed science in Western invention and innovation....
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Apple’s price action
Best & likely the most accurate explanation of Apple’s price action: Suppose you were a mutual fund manager and your strategic models allowed for a maximum 8% allocation in any individual stock....
View ArticleTed Weschler
Ted Weschler Excellent profile of Berkshire-Hathway’s portfolio manager in Bloomberg
View ArticleThe monetization & distribution conundrum for content creators
Explaining the failure of The Daily, M G Siegler touches upon an interesting conundrum for content creators looking for distribution & monetization on internet & mobile: The other element at...
View ArticleApple or Amazon: What would you buy?
Quoting Matthew Yglesias in Slate: Amazon’s market capitalization—the price of all the outstanding shares in the company—is about $125 billion today. Apple’s is about $385 billion. So Apple is about...
View ArticleWould you have bought Apple in 2001?
Arne Alsin of Alsin Capital Management explaining in this classic 2001 TheStreet.com article why Apple (AAPL) was a terrible stock to own. It is hard to argue Apple was a buy in 2001 from any rational...
View ArticleThat’s how you build a great bank!
Murray Stahl, founder of Horizon Kinetics LLC, in the latest issue of Value Investor Insight talks about history of Bank of America: “A. P. Giannini, the founder of Bank of America. On the day after...
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