On The Hunt For No-Brainers | Value Investing Podcast And News
Deciding not to clone Seth Klarman. Why I sold Intel. Keep an eye on Tempur Sealy International. Updating my cash strategy. Ring Energy update. Alibaba deep dive coming. Covid …
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Green Brick Partners update. My job as an investor. Call it HBO Max. New item added to the checklist (always clone). My vision for Warner Media Discovery - After Dinner Investor Yet …
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I hope you’re having a good weekend and happy Memorial Day to my fellow Americans. Let’s talk about what business could look like for WarnerMedia Discovery after they merge. Call it HBO Max John …
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In this episode, I share my worst investing mistake, which was not buying more Party City when it crashed in the spring of 2020. I owned it at the time and was holding, and I was watching Cliff Sosin, …
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Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
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In this episode I cover the news that Charlie Munger (as part of the Daily Journal's holdings) has bought Alibaba. I share my reaction to his purchase, along with my initial thoughts on …
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