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Invitation to The Investor’s Podcast’s Main Event of 2018
February 7, 2018 | Would you like to attend the Berkshire Hathaway Shareholder’s Meeting with Preston and me? Attending the meeting is easier than you think (Hint: You don’t need to own a $300,000 – “A” Share).
The Latest Intrinsic Value Assessments from The Investor’s Podcast
January 15, 2018 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. One of the picks, Gilead Sciences, is from our friend Tobias Carlisle.
The Latest Intrinsic Value Assessments from The Investor’s Podcast
December 21, 2017 | Attached are intrinsic value assessments of stocks that Preston and I have found noteworthy. With the S&P500 priced above 2,680, finding strong value picks is challenging.
Here Are My Notes
July 17, 2017 | I hope you’re having a wonderful summer. Attached are two summaries from the books Stig and I just finished reading. The first book was written by billionaire Howard Schultz, the founder of Starbucks.
Let’s Go Private
December 21, 2023 | Argentina’s recently inaugurated new President, Javier Milei, is pushing forward with his reforms, now targeting state-run companies and aiming to turn them into more efficient, privately-run businesses.
Frozen Assets
December 20, 2023 | The U.S. and Europe are sitting on billions of dollars worth of “frozen” Russian financial assets, seized shortly after Russia invaded Ukraine.
Winter Is Coming
December 19, 2023 | Winter is coming. December 21st is the Winter Solstice, but for investment bankers, private equity firms, and corporate decision-makers, winter is already here (and has been for a while.)
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