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 by Bill Browder which was on neither pile. I picked up for $20 at the […]
Author: Brian Langis
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 saw a set of Magic: The Gathering booster packs. I don’t know anything about the […]
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 value investing legend. The shareholder letters are great. I learned a lot from Martin. You […]
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 of the Berkshire Hathaway’s portfolio. He’s a very interesting investor to follow. Check out our […]
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. It’s hard to imagine a world without Alphabet-Google. Today, Google is a global icon that regularly […]
![Silicon Valley, California. Credit: By Samykolon (Own work) [CC BY-SA 3.0], via Wikimedia Commons](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2018/02/Silicon-Valley-270x200.jpg)
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 advanced engineering degree and channeled by astute management, has done much to create the industrial […]
![By Planet.com [CC BY-SA 4.0], via Wikimedia Commons](https://d2wsh2n0xua73e.cloudfront.net/wp-content/uploads/2018/02/apple-spaceship-headquarter-270x200.jpg)
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 billion “spaceship” headquarter. Visiting is a strong word. I was allowed to look at it […]
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 features Starman clad in a SpaceX astronaut suit. It is nothing short of epic. Musk’s […]
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 the list of qualities an investment advisor should demonstrate. He calls them the five “Aces” […]
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 Speech at Value Investing Congress 2006 (PDF) When people ask me what I do for […]
