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Fusion Energy
December 12, 2022 | As financial markets adjust to rising interest rates this year, some pockets of the financial system are more impacted than others.
Art Of Subtraction
December 11, 2022 | The art of subtraction is incalculably important, particularly in an age of information overload when our minds can so easily become scattered...
Sugar, Money, and Dirt
December 09, 2022 | When asked what his circle of competence is, Gayner likes to say, "Sugar, money, and dirt." The sugar component includes businesses that produce food, candy, chocolate, and alcohol. Products that human beings love and use regularly.
Cash Pile
December 08, 2022 | The finance industry has structurally changed over the past few decades with a major tilt towards democratization. Today, we'd like to focus on so-called "passive investing."
Money Laundering
December 07, 2022 | There's only one man besides Warren Buffett that Charlie Munger trusts with investing his capital. That gentleman is Li Lu.
Surviving Winter
December 06, 2022 | At a "Carbonomics" conference in London last week, senior leaders across Goldman Sachs shared their perspectives on how Europe's energy crisis is unfolding.
Is China The Next Japan
December 05, 2022 | In recent years, paranoia has increased dramatically over whether the U.S. will cede its position as the world's top economy and military power to China.
First Things First
December 03, 2022 | At our company, we call this "opportunity cost," and we address it in our corporate values. It's actually our number one value: "Doing first things first."
One Up On Dalal Street
December 02, 2022 | Can you imagine starting with about $420 in capital in 1985 and amassing a fortune worth $5.8 billion by 2022? Well, that's exactly what Rakesh Jhunjhunwala accomplished, starting off trading stocks on the Bombay Stock Exchange on Dalal Steet in India.
The Apple Car Is Dead
February 28, 2024 | One of Steve Jobs’ most famous business strategies: focus. It meant “saying no to hundreds of good ideas.”
GRANOLAS vs. Magnificent 7
February 27, 2024 | Yeah, yeah, the Magnificent 7 get all the attention, but they’re not the only buzzworthy group of stocks driving markets. Across the pond, the GRANOLAS are driving European markets higher.
Buffett’s Letter
February 26, 2024 | In his latest annual letter to shareholders, Warren Buffett remembered Charlie Munger both as the “architect” of Berkshire and as a cherished partner.
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