A guide to 13Fs: Understanding Super Investors Buys & Sells
What 13Fs can do and its limitations.
Value Investor Conference: Chuck Akre and Chris Cherrone of Akre Capital
The three-legged stool framework.
Value Investor Conference: François Rochon
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Value Investor Conference: Lessons from Robert Cialdini & Joseph Shaposhnik
Prior to seeing Warren Buffett and Charlie in person, I attended the Value Investor Conference, which featured speakers such as Chuck Akre, Tom Russo, François Rochon, Robert Cialdini and more. …
Microsoft Q3 2023: Firing on all cylinders (almost)
Ever since Satya took over, Microsoft has just been doing Microsoft things—executing. The company reported the following set of results: Revenue up 7% year-over-year (yoy) to $52.9b Gross profits up…
Tesla’s Q1 2023 earnings: Are they in trouble?
It’s share price tanked 10%
Why Warren Buffett Sold Most of His Bank Stocks
Buffett is arguably the best investor in banks.
Nike Research Report
Just do it!
Charlie Munger fireside chat with Todd Combs
Munger talked about a great range of topics—lessons from Henry Singleton & Benjamin Franklin, irrationality, investing and more.
Is Alibaba splitting into 6 business units a good thing?
Alibaba will be splitting its $220b business into six major business group
Lessons from Fundsmith Annual Shareholder Meeting 2023
Fundsmith’s sales, purchases, the stock he wants most (but hasn’t yet owned), and the stock he believes is the cheapest in Fundsmith’s portfolio.
ELI5: Why did SVB blow up?
How the meltdown happened.