“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

WeWork - A Case Study in the Lollapalooza Effect

Neil O’Donnell and I have discussed the rise and fall of WeWork constantly over the past few months, and this article is our attempt to...

Dec 1, 2019

I try to read through one 10-K a day as a habit that keeps the boundaries of my circle of competence expanding constantly. Sometimes I...

Mar 30, 2019

One of the unfortunate realities of modern day life is that we live in a world with informational, sensory, and opinion overload. The...

Mar 23, 2019

I finally finished going through Prem Watsa's Fairfax Financial shareholder letters this week and wanted to write a small summary on his...

Jun 10, 2018

This week I decided to finish Charlie Munger's letters to his shareholders at Wesco Financial from 1983-2009 and take notes with this...

Jun 3, 2018

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