내가 좋아할 만한 콘텐츠
epic
Episode 1000 goes live a week on Monday and we took Cooper back to his farm for the first time in 11 years. The most insane set we’ve ever built. Hold on tight ;)
MNG submitted a higher offer to DallasNews $DALN for $20 per share in cash, which represents a $1.5 per share increase over its earlier offer of $18.5 per share.
DallasNews $DALN announced that it has amended the merger with Hearst to increase the per share purchase price from $15 to $16.5 per share in cash.
“You’re bearish? The Treasury Secretary is threatening to kick people’s asses and you’re bearish?”
New Pod! Most commodity businesses should be price takers, yet some earn above-average returns. Why? They have moats. Where does this come from? - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates, Lime, Cement - Low…
For your weekend listening pleasure. $GEOFF $ANDRW
New Pod! Most commodity businesses should be price takers, yet some earn above-average returns. Why? They have moats. Where does this come from? - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates, Lime, Cement - Low…
New Pod is up: Howard Marks’ Memo — The Calculus of Value - Market psychology today - Fiscal vs. monetary policy - 493 non-Mag 7 stocks avg P/E at 22x - DEFCON investing scale - Where opportunities exist now
In Emerging Markets, you usually avoid companies with partial government ownership, because those companies tend to underperform…
BIG NEWS: The United States of America now owns 10% of Intel, one of our great American technology companies. This historic agreement strengthens U.S. leadership in semiconductors, which will both grow our economy and help secure America’s technological edge. Thanks to Intel…
New Pod is up: It’s 13-F Season - Superinvestor holdings - Berkshire - Fundsmith - Lindsell Train - AKO Capital - Chuck Akre - Francis Chou $CHTR $UNH $LAMR $PTLO $CMG $CRBL $FICO $MMC $CPRT $FICO $ABNB $SNAP $SAG $SIRI $OXY $ALLY $POOL $COOK
Let me translate, if you don’t own assets you better find a way to get some and fast.
Fun to hear Geoff shout-out AIM take unders. The UK's stock markets have an international reputation for absolutely the wrong reasons.
New pod is up! A Wide-Ranging Q&A: From Low-Beta Stocks to AI’s Impact on Investing - Low-beta, high-EPS growers - $OTCM - Capital returns in a declining terminal-value stock - AI effects on the insurance industry - Sports franchises - $GIL / $HBI merger - Currency debasement…
New pod is up! A Wide-Ranging Q&A: From Low-Beta Stocks to AI’s Impact on Investing - Low-beta, high-EPS growers - $OTCM - Capital returns in a declining terminal-value stock - AI effects on the insurance industry - Sports franchises - $GIL / $HBI merger - Currency debasement…
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