excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
thinking Kohls
thinking Kohls
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
www.youtube.com/watch?v=GGNk...
www.youtube.com/watch?v=GGNk...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
Illumina - what a run.
Never sell.
Illumina - what a run.
Never sell.
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
Artificial Ice...
Artificial Ice...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?