“…we have never not bought or bought a business because of any macro feeling of any kind because it doesn’t make any difference.“ – Warren…
A happy New Year to all! I’m excited to kick off a great 2021 for Stock Talking – have some exciting guests lined up for…
WW1984 (released Friday (Christmas)) posted a $16.7mm opening weekend, the best ever for a pandemic era movie. Expectations for this movie were all over the place. This…
I got an earful from readers of this letter yesterday – the supposed death of movie theaters was on pretty much every major financial publication.…
I’ve recorded two pods in the last week that are nice deep dives into SaaS and characteristics of strong businesses with staying power: – Ryan Reeves,…
Barry Ritholz interviewed Will Danoff for his pod Masters in Business recently, and I highly recommend giving it a listen. For those not familiar with…
I had some great conversations over a week long vacation with a few buddies about investing. I realized the commonality among a lot of these…
Sunday charts ahead, but a few quick thoughts before the regular data: Unemployment is right around its October 2009 peak and looks better positioned for…
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For a long time, I’ve thought that too much financial news is canned for daily consumption. Why should we care about events that measure something…