Silicon Valley
Perhaps the strongest thread that runs through the Valley’s past and present is the drive to “play” with novel technology, … Read more
Brian Langis
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 … Read more
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. … Read more
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 … Read more
Investment Collection Additions
I added a few links to the Investment Collection segment. Here are some new links: Check out our H2 hedge … Read more
Berkshire Beyond Buffett
I finished Berkshire Beyond Buffett by Lawrence Cunningham (@CunninghamProf). Prof Cunningham is well known for his work on Berkshire Hathaway … Read more
Collection of investment resources
Thanks to the Internet I have managed to put together a collection of investment resources. Below are various articles, books, … Read more
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, … Read more
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 … Read more
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 … Read more
Barron’s 2018 Roundtable Notes: Meryl Witmer’s Stock Picks
Meryl Witmer – Eagle Capital Partners For all the Barron’s 2018 Roundtable articles and notes click here. Notes: CarMax (KMX) $70.74 … Read more
Barron’s 2018 Roundtable Notes: Scott Black Long Lam Research, Ares Capital, Hooker Furniture
Scott Black – Delphi Management For all the Barron’s 2018 Roundtable articles and notes click here. Notes: Lam Research (LRCX) … Read more
Barron’s 2018 Roundtable Notes: William Priest’s Stock Picks – Universal Display, Applied Materials, Starbucks And More
William Priest – Epoch Investment Partners For all the Barron’s 2018 Roundtable articles and notes click here. Notes: Starbucks (SBUX) … Read more
Barron’s 2018 Roundtable Notes: Abby Joseph’s Stock Picks – Long China Railway Signal & Communication
Abby Joseph Goldman Sachs For all the Barron’s 2018 Roundtable articles click here. Notes: Occidental Petroleum (OXY) $77.47 ($74.55 when … Read more
Barron’s 2018 Roundtable Notes: Jeffrey Gundlach’s Stock Picks – Long Tortoise MLP, PowerShares Senior Loan Portfolio And More
Jeffrey Gundlach DoubleLine Capital For all the Barron’s 2018 Roundtable articles click here. Notes: Energy Select Sector SPDR (XLE) $77.87 … Read more