Apr 25, 2024
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Active Value Investing -
Apr 23, 2024
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The Little Book of Sideways Markets -
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 16, 2024
AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes.
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Soul in the Game...
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...