As April 22 approaches and COVID recedes, I’ve started thinking a lot more about taxes and owning businesses for the long-term. This newsletter started in…
“Forcing ourselves to express how sure we are of our beliefs brings to plain sight the probabilistic nature of those beliefs, that what we believe…
It has been a while since I updated you as the day job has been crazy recently. My portfolio has stayed mostly the same and…
Charlie and I never spend a day talking about macro. Warren Buffett I spent a good chunk of Saturday catching up on Q2 earnings and…
Three quick Sunday items for today’s Stock Talking: 1. New podcast episode on strength of box office and why the puck is going to the…
I’ll start this letter off with some decisions I made this week that reflect a general theme in my portfolio for the last few weeks…
Triton – a shipping container leasing company – reported Q3 earnings this AM. Readers might not be familiar with Triton, so a quick overview: Triton…