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Listen on: iTunes | Google Podcasts | Online February 2020 One benefit of being “read” is that I have readers. I always try to put together small, informal (non-marketing) reader meetings wherever I travel. In Zurich I was joined by nine readers. One of them travelled from Munich (a five-hour train ride). My assistant Barbara had set the time for […]
Listen on: iTunes | Google Podcasts | Online February 2020 I am back from our trip to Switzerland and Italy. This trip was extra special for me, because my brother Alex and I were joined by my son Jonah. Alex and I were attending the VALUEx Klosters conference, organized by my friend Guy Spier. A day after the conference Alex […]
Listen on: iTunes | Google Podcasts | Online June 2018 I just finished a ten-page quarterly letter to clients and am taking refuge here to write about anything other than stocks. This scribble will be about a topic that I have been thinking about the last six months. I am somewhat embarrassed about it, because it’s a bit “me”-centered, and […]
A few years ago, after I read Tim Ferriss’ Tools of Titans, I made a deliberate decision to maximize doing things I love and minimize doing things I am indifferent to or simply hate. I outsourced low-value daily tasks that had gradually slipped into my schedule to my very capable and awesome assistant, Barbara, who actually loves […]
Listen on: iTunes | Google Podcasts | Online The article I am about to share with you has been in the works for three years. I started and failed at finishing it half a dozen times. I want to warn you, this is an apolitical article. I go out of my way not to take positions on any issue – […]
Listen on: iTunes | Google Podcasts | Online I am about to embark on my 11th annual trip to Warren Buffett’s Omaha. This year I have something unique to share with you: an excerpt from a chapter I contributed to a brand new book, The Warren Buffett Shareholder. Let me tell you a little bit […]
Listen on: iTunes | Google Podcasts | Online April 2018 I am back from TX. In Dallas my brother Alex and I had the pleasure of spending four hours with John Mauldin. Our visit with him started in John’s apartment in downtown Dallas and continued in a bar at a nearby hotel. A lot of my readers are familiar with […]
I put a $1,000 deposit on a Tesla Model 3 the day it was announced. At the time I thought of the Model 3 as a smaller, cheaper version of the Model S. So a few days ago I stopped by a Tesla store to check out the Model 3. I was at the store […]
Listen on: iTunes | Google Podcasts | Online My daughter Hannah had her bat mitzvah this Sunday (see below). It was one of the most important days of her life. For a Jewish girl it ranks somewhere close to getting married or having a firstborn. You really don’t know what true emotions are until you become a parent. As I […]
The iPhone was an enormous gamble, as its pushed the limits of then-available technology – the microprocessor, screen, battery, and wireless capability were beyond what seemed possible in 2007. Undoubtably, if Apple hadn’t created the iPhone, someone else would have created a similar device later. But when? There is no way to know, but the […]
