
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
Read MoreOver the long weekend, I got a chance to catch the new movie by Apple, F1, starring Brad Pitt and my personal favorite, Javier Bardem
Read MoreWhat did companies like Walmart (WMT), Bank of America (BAC), Walt Disney (DIS), Dow (DOW) and Procter & Gamble (PG) that operate in disparate industries
Read MoreThis is our seventh update about new merger arbitrage related positions at funds that tend to have concentrated portfolios. You can find our first update
Read MoreI 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
Read MoreThere have been countless posts, articles and tweets this week about how the joy of attending the Berkshire Hathaway meetings in Omaha. The experience is
Read MoreThree years ago, when I decided to go for the Berkshire Hathaway annual meeting in Omaha after meeting a friend for lunch, I did not
Read MoreI have been tracking insider transactions for nearly 15 years and over the last few years I realized (yes, belatedly) that it is not as
Read MoreI was initially a large language models (LLM) skeptic despite having worked with AI both in graduate school and in a professional capacity. The LLM
Read MoreThis is our sixth update about new merger arbitrage related positions at funds that tend to have concentrated positions in their portfolio. You can find
Read MoreLast month we announced the roll out of the new InsideArbitrage quant model and the inclusion of the IA Score in all of our stock
Read MoreThis is my second annual look back at how things unfolded during the year on three different fronts: personal, business and investment performance. The first
Read MoreThe “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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