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Apr 25, 2024
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
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Active Value Investing -
Apr 18, 2024
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
Apr 12, 2024
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works.
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Soul...
Apr 4, 2024
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
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Mar 28, 2024
Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs?
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