Recessions are like forest fires – small ones are healthy for the forest. However, the longer you suppress fire, the more dead material the forest accumulates. Eventually, when it does pay a visit, it is more devastating and its effects are more long-lasting.The recession that is coming could be a big fire.
I share a story about when four separate people asked me about “investing” in cryptocurrencies, as well as my thoughts on Bitcoin and other crypto-assets.
Inflation is on the rise in the US. So are the interest rates. So what about the housing market? Are we going to see housing prices decline? Read below to find out.
The following is a loose collection of random thoughts and observations on the Russian invasion of Ukraine. Rather than a coherent article, I offer some insights that have emerged as the war has dragged on.
How great alignment with clients creates the perfect recipe for long-term compounding. (And I get to drive my kids to school.)
Individual impact aside, Biden’s student loan forgiveness will also affect the US currency and economy. Here’s how we see it as value investors.
Despite being a very controversial choice, we believe Uber stock is still a great investment and have bought more on its way down. Here’s why.
You need arrogance as a value investor, but it can also be your downfall. So how do you master the psychological side of value investing?
Charter Communications (CHTR) is a significantly undervalued stock today. But are competition, 5G, and satellite internet significant threats to its business? How does its management compare to AT&T and Verizon? Read our analysis below.
When Putin started the war, he tried to shift the blame to NATO, calling it the instigator. He argued that Russia had no choice but to defensively launch the war to prevent NATO from surrounding Russia from all sides. A few days ago, Putin finally lifted his veil of pretense: this is a war of conquest.