Bill Browder would invest in companies at 0.5x P/E and such when Nobody knew how to value anything except for vodka and cigarettes
I have a pile of things I need to read and I have a pile of things I want to read. And there’s Red Notice…
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Magic: The Gathering Or Equities?
Last week I posted about Lego’s 7,500+ Piece Millennium Falcon set. You can find one for about $1,000. While on the topic of shopping, I just…
Martin J. Whitman – Value Investor
Martin Whitman, an incredible value investor and teacher, passed away at 93 years old (Business Wire). Below are a short compilation of links on the…
Li Lu – Himalaya Capital
Here’s the latest addition to my investment collection of useful resources. Li Lu manages Charlie Munger’s money and one of the candidate to manage part…
Alphabet (Google) Campus Visit
I use Google every day. I use its search engine, gmail, Youtube, Chrome, cloud, photos and calendar. My phone runs Android. Google organized my life….
Silicon Valley
Perhaps the strongest thread that runs through the Valley’s past and present is the drive to “play” with novel technology, which, when bolstered by an…
Apple Inc. (AAPL) Spaceship Campus
Flawless curves, milled aluminum, endless glass, walled garden, it sounds like an Apple Inc. (NASDAQ:AAPL) product. I had a chance to visit Apple’s new $5…
Tesla Inc (TSLA) Has A Marketing Budget Of Zero
Tesla Inc (NASDAQ:TSLA)’s marketing budget: $0. Check out our H2 hedge fund letters here. We all have seen the picture. The picture. The one that…
The 5 Aces Of An Investment Advisor
At the DJCO AGM two weeks ago, Peter Kaufman, one of the directors and author of Poor Charlie’s Almanack, had his very interesting comment on…
Investment Collection Additions
I added a few links to the Investment Collection segment. Here are some new links: Check out our H2 hedge fund letters here. David Einhorn’s…
Berkshire Beyond Buffett
I finished Berkshire Beyond Buffett by Lawrence Cunningham (@CunninghamProf). Prof Cunningham is well known for his work on Berkshire Hathaway (BRK) and Warren Buffett. Prof…
Collection of investment resources
Thanks to the Internet I have managed to put together a collection of investment resources. Below are various articles, books, speeches, videos to anybody interested…
Elon Musk Is An Interesting Dude
Elon Musk is a very interesting character. We know that. But after just finishing his biography it really fresh. He is, quite arguably, the most successful…
Elon’s Email to SpaceX Employees Regarding Taking The Company Public
Elon’s email to SpaceX employees regarding taking the company public (excerpted from Ashlee Vance’s biography) From: Elon Musk Date: June 7, 2013, 12:43:06 AM PDT…
Barron’s 2018 Roundtable Notes: Oscar Schafer’s Stock Picks
Oscar Schafer – Rivulet Capital For all the Barron’s 2018 Roundtable articles and notes click here. Notes: Cinemark Holdings (CNK) $34.82 ($34.17 when published) It’s the…