The Advertisers of F1 (The Movie)
Over the long weekend, I got a chance to catch the new movie by Apple, F1, starring Brad Pitt and my personal favorite, Javier Bardem
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July 9, 2025
Over the long weekend, I got a chance to catch the new movie by Apple, F1, starring Brad Pitt and my personal favorite, Javier Bardem
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What did companies like Walmart (WMT), Bank of America (BAC), Walt Disney (DIS), Dow (DOW) and Procter & Gamble (PG) that operate in disparate industries
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This is our seventh update about new merger arbitrage related positions at funds that tend to have concentrated portfolios. You can find our first update
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I am still trying to get my head around flip-flopping insiders. Who are flip-floppers? Flip-floppers are company insiders (CEO, CFO, directors, 10% owners, etc.) who
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There have been countless posts, articles and tweets this week about how the joy of attending the Berkshire Hathaway meetings in Omaha. The experience is
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Three years ago, when I decided to go for the Berkshire Hathaway annual meeting in Omaha after meeting a friend for lunch, I did not
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I have been tracking insider transactions for nearly 15 years and over the last few years I realized (yes, belatedly) that it is not as
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I was initially a large language models (LLM) skeptic despite having worked with AI both in graduate school and in a professional capacity. The LLM
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This is our sixth update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
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Last month we announced the roll out of the new InsideArbitrage quant model and the inclusion of the IA Score in all of our stock
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This is my second annual look back at how things unfolded during the year on three different fronts: personal, business and investment performance. The first
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The “Jenga” scene from the movie The Big Short is a favorite of mine. The part of the scene that really cracks people up is
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