Buffett’s Three Phases, Kobayashi’s Hot Dogs And How Zuck Crushed Google Plus by Matt Brice, The SOVA Group Profile and back story of Zuckerberg’s destruction of Google Plus. I find it highly informative when two heavyweights duel it out in […]
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Author: Matt Brice
Reinvestment Moat Business – The Golden Goose Squared
Reinvestment Moat Business – The Golden Goose Squared by Matt Brice, The SOVA Group Last week, there were two great posts on the world wide web. Legacy Moats vs. Reinvestment Moats by Connor Leonard as a guest post at Base […]
Links: Buffett Stock Market Predictions, Legacy vs. Reinvestment Moats And Fearon & Cannell On Short-Selling
Links: Buffett Stock Market Predictions, Legacy vs. Reinvestment Moats And Fearon & Cannell On Short-Selling by Matt Brice, The SOVA Group “Spend each day trying to be a little wiser than you were when you woke up.” Charlie Munger I […]
Volatility – Of Haystacks, Poker Games And $20 Bills On The Sidewalk
Volatility – Of Haystacks, Poker Games And $20 Bills On The Sidewalk by Matt Brice, The SOVA Group Warren Buffett has famously said, “If you’ve been in the game 30 minutes and you don’t know who the patsy is, you’re […]
Is There A Worm In Apple?
Is There A Worm In Apple? by Matt Brice, The SOVA Group “I’m not entitled to have an opinion unless I can state the arguments against my position better than the people who are in opposition. I think that I […]
Warren Buffett And Market Forecasting
Warren Buffett And Market Forecasting by Matt Brice, The SOVA Group I enjoy the Reese’s Peanut Butter Eggs. They are on sale during Easter as are other shapes on different holidays (christmas trees, etc). Fortunately, I don’t care if I […]
Think Fast – Lessons For Dating, Investing
Think Fast – Lessons For Dating, Investing by Matt Brice, The SOVA Group Imagine you are on a date. The female counterpart (in my case) suggests that we relax after a nice meal by watching The Real Housewives of New […]
Charlie Munger And The Cattle Rancher
Charlie Munger And The Cattle Rancher by Matt Brice, The SOVA Group One of the audience questions from the Berkshire meeting this past weekend was from a young man whose family owns a cattle ranch. Below is the dialogue of […]
The SOVA Group 2015 Annual Letter: Things to “avoid” when investing
Matt Brice‘s SOVA Group annual letter for the year ended December 31, 2015. A good marketing pitch book for an investment fund will have a clearly defined investment strategy. Some sort of track record illustrating how this specific strategy has […]
Valeant (VRX) : Chess And The Investment Game
Valeant (VRX) Chess and The Investment Game I like to play chess. I am not particularly good at it, but I enjoy it. After my not infrequent losses, the app I play sends me offers to go from Beginner to […]