The 2025 Berkshire Hathaway Annual Meeting and Associated Events
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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April 24, 2025
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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This has been a challenging year for merger arbitrage with multiple widely followed deals like Capri (CPRI) failing. Beyond the hit to my personal portfolio,
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Last week I spent a few days in Dallas attending the Southwest Ideas conference, one of three wonderful conferences the investor relations advisory firm Three
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We are very excited to launch InsideArbitrage 2.0 today with AI-enabled features. This is our first major product release since we announced the launch of
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Marvell Technology Inc (MRVL): $79.85 Market Cap: $69.17B Enterprise Value: $72.73B Two weeks ago, we wrote about the ongoing campaign against Southwest Airlines (LUV) by
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“Our greatest glory is not in never failing, but in rising every time we fail.” – Confucius “It’s fine to celebrate success, but it is
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