I have a file full of notes and excerpts from investors that I’ve collected over the years. I’ve been meaning to organize it for a while, and now that…
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I have a file full of notes and excerpts from investors that I’ve collected over the years. I’ve been meaning to organize it for a while, and now that…
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“The very best investors don't even try to forecast the future. Rather, they seize such opportunities as the present affords them.” —James Grant
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“There hardly could be anything more important than the microeconomics. That is business. Business and microeconomics is sort of the same term…
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“When you see things that have never happened before, then you have to question your ability to predict.” —Jamie Dimon
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06/13/2022
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“People underrate the importance of a few simple big ideas. And I think that to the extent Berkshire Hathaway is a didactic enterprise teaching the…
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“While investors will obviously achieve the best results by remaining rational thinkers at all times, this is easier said than done. In the financial…
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I have a file full of notes and excerpts from investors that I’ve collected over the years. I’ve been meaning to organize it for a while and so, via…
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Just when I think he’s reached an unscalable peak, Chris Bloomstran continues to reach new heights with his year-end client letter, which is another…
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“I think humility is essential, especially concerning the ability to know the future. Before acting on a forecast, we must ask whether there's good…
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It seems a number of new readers have joined this newsletter that weren’t previously following the blog. When I write a ‘Links’ post, I link to articles…
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