I’m not interested in meeting management today… I’m more interested in finding out how a person has behaved in the past.
“I’m not interested in meeting management today… I’m more interested in … Read More
We’re non-diversified. We focus. Why not buy more of your best idea rather than your 60th best idea? How many companies can I really know well over time and focus on, on a daily basis?
“We’re non-diversified. We focus. Why not buy more of your best … Read More
The trick in life is not to die. The trick in investing is not to lose.
“The trick in life is not to die. The trick in … Read More
When companies start measuring success by clicks that doesn’t compute to us, the only thing that computes to us is cash.
“When companies start measuring success by clicks that doesn’t compute to … Read More
There are two hedges I know of; one is cash and the other is knowledge.
“There are two hedges I know of; one is cash and … Read More