Bonhoeffer Fund 4Q20 Commentary: Case Study – At Home
Bonhoeffer Fund commentary for the fourth quarter ended December 2020, providing a case study of At Home Group Inc (NYSE:HOME).
Q4 2020 hedge fund letters,...
We Don’t Acknowledge Our Get Rich Quick Urge Because Its Irrationality Shames Us
The choices that investors make are directed by the Get Rich Quick urge residing within them. It is that Get Rich Quick urge that...
Investors Panic As Markets Collapse To Levels Not Seen In Over 10 Days
A panicky mood was evident on Monday as pale, trembling CNBC anchors, framed on the television by the blood-red tickers of tanking stocks, reported...
ADW Capital Partners Up 119% In 2020; Long CDON AB [2020 Letter]
ADW Capital Partners commentary for the fourth quarter ended December 2020, discussing their new position in CDON AB.
Q4 2020 hedge fund letters, conferences and...
Warren Buffett Gets Cured From Degenerate Value Investing Syndrome
Today, Warren Buffett was cured from the degenerate disease call Value Investing Syndrome. After taking the cure, Buffet realized that investing in companies that...
My Bet With Buffett – Year Three Results
Back in 2017, I made a bet with Warren Buffett and my friends Carl over at 1500Days and Ben at Suredividend. Buffett does not know that I...
Buffett Indicator at All-Time Highs: A Cause for Concern?
In 2001, Warren Buffett famously described the stock market capitalization-to-GDP ratio as “the best single measure of where valuations stand at any given moment.”
Q4...
Warren Buffett’s Latest Three New Investments
Warren Buffett does not need any introduction. He is a very successful investor who is in charge of Berkshire Hathaway. He has an impressive...
Muddy Waters Responds to GT Gold’s Blatantly False and Inaccurate Statements
SANTA ROSA, Calif., Feb. 16, 2021 (GLOBE NEWSWIRE) -- The following is a statement from Muddy Waters Capital regarding recent comments in a GT...
Daily Journal’s Stock Has Crushed The Market [CHART]
Whitney Tilson's email to investors discussing Munger's Daily Journal annual meeting livestream February 24; Daily Journal stock; Getting a vaccination appointment in NYC; U.S....
An Update On Pendrell from Steven Kiel of Arquitos Capital
I mentioned Pendrell (PCOA) in the video and want to provide a brief update and further explanation. The company sponsored a SPAC, Holicity, that...
What Makes Costco A High-Quality Business?
If I could only buy five stocks for the rest of my life, Costco Wholesale Corporation (NASDAQ:COST) would be in the top five. I...
Every Investor Should Know the Basics of How the Stock Market Works
The controversy over the shorting of GameStop inspired a number of people who don’t usually post about stock investing on Twitter to do so....
Ben Graham Was Obsessed With FOMO – Here’s What You Need to Know
FOMO – or Fear of Missing Out – has been blamed for many of the extraordinary moves we’ve seen in markets. As investors watch...
Believing In Shiller’s Research Is A Money Loser
Robert Shiller tells a story in his book about a woman who warned him prior to a television interview with him to be careful...
