“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment…
40
10
Last week, Berkshire Hathaway filed a Form 4 disclosing it purchased another 4.3 million shares of Occidental Petroleum (OXY) for ~$250 million…
19
4
Note: TSOH will be off next week. I’ll be back October 10th with the Q3 FY22 Portfolio Update. As always, feel free to contact me if you need anything…
21
2
Roku Deep Dive
18
7
In “WarnerMedia + Discovery”, which was published a few days after the deal was announced in May 2021, I concluded the write-up with the following: “The…
16
Dan Loeb, Disney, and The Future of ESPN
19
2
As the saying goes, a picture is worth a thousand words. The S&P 500 has declined by ~21% year to date, its worst first half performance in more than 50…
20
4
“Our partners are co-creating the future with Starbucks. This is not a project in some ivory tower, it's a bottoms-up approach. It's a democratization…
20
In “We Went Where They Ain’t”, the Dollar General deep dive published in June 2021, I concluded with the following: “I believe Mr. Market has some…
16
In Meta: “Appropriately Calibrated”, I wrote the following: “The market (rightly) expressed concerns around FRL, most notably the scale of investment…
19
4
In September 1995, legendary investor Peter Lynch wrote an article in Worth magazine (“Fear of Crashing”) where he looked to address two questions that…
40
6
Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
18