Interest Rates, Inflation & Economic Confidence
With the vaccin being rolled-out and the economy gradually reopening we have seen rates rise higher. The benchmark 10-year Treasury currently yields ~1.7%. That is still low by historical... Read More
Distressed Investing
“How did you go bankrupt?” Two ways. Gradually, then suddenly.” - Ernest Hemingway, The Sun Also Rises Q4 2020 hedge fund letters, conferences and more Distressed securities is a niche space.... Read More
King Of Capital
I just finished reading King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone by David Carey and John E. Morris. I bought the... Read More
How To Build A Startup
I don’t know anything about building a tech startup company. I’ve never done it. So I’m the furthest thing away from authority on the subject. However I read a... Read More
Insights on Oil
It’s not breaking news that the energy sector has been a disaster zone this year, as the coronavirus pandemic has decimated global oil demand. There’s an assumption that anyone... Read More
Charlie Munger DJCO Meeting “It’s like going to church”
I’m currently on the road to L.A. and going to San Diego. I want to thanks the new followers to the blog. I recently got a “surge” in traffic... Read More
Disney+ Business Model
Being a parent just cost $8.99CDN more per month. Disney is joining the streaming wars. Netflix used to be the only game in town. Now everybody is going over... Read More
Renaissance Medallion Fee Structure
I wrote a previous post on Renaissance Technology here. You can get the book The Man Who Solved the Market here. Q3 2019 hedge fund letters, conferences and more pasja1000 /... Read More
The Man Who Solved the Market – Jim Simons
A new book about the most successful money maker in the history of modern finance is out and it’s not about Warren Buffett. It’s about a guy named Jim... Read More
Brookfield Asset Management & Cultural Activism
I had the pleasure to be back on the The Intelligent Investing Podcast with Eric Schleien. Full show notes below. If you are listening in a car or simply taking... Read More
American Factory: Chinese Takeover Of Ohio Based GM Fatory
This is the Obamas’ first film produced by Netflix. This is a story about a Chinese billionaire who bought a closed GM factory in Dayton, Ohio. His plan was... Read More
GameStop – Hard Reality Ahead
I’ve been following the retailer GameStop (GME) on and off for a couple years now. It’s trading at $4.80 a share with a market cap of $490m. The stock... Read More
Keeping Your Dividend Edge
Before I get to the book I want to share a little story. Something positive actually happened on Twitter. It turns out that Twitter doesn’t have to be carnage... Read More
The Extra 2%: How Wall Street Strategies Took A Major League Baseball Team From Worst To First
I enjoyed reading The Extra 2%: How Wall Street Strategies Took a Major League Baseball Team from Worst to First by financial journalist and sportswriter Jonah Keri (@jonahkeri). Keri has a podcast and is... Read More
Jeff Bezos Explains Why Amazon Makes No Profit
In this 9 minutes video, Jeff Bezos is brilliant in his response to the question “Why Amazon Makes No Profit ?” In the video JBezos explains his business(es), shares... Read More
78 Pages Of 2019 Berkshire Hathaway Shareholder Meeting Notes
Here’s 78 pages of notes from the 2019 Berkshire Hathaway Shareholder Meeting last weekend. Q1 hedge fund letters, conference, scoops etc 2019 Berkshire Hathaway Shareholder Meeting Notes When you hear all the... Read More
Fairfax India And Economic Transformation In Southeast Asia
Below are some of my favorite slides from the Fairfax India presentation. Q1 hedge fund letters, conference, scoops etc Below is the Bangalore airport. Fairfax India owns 54% of the private... Read More
Berkshire Hathaway, Buffett, Munger, Gates Post-AGM Interviews
Here are the videos from the CNBC Monday morning post-BRK AGM. Q1 hedge fund letters, conference, scoops etc Article by Brian Langis Read More
Fairfax AGM And YYX Toronto Value Symposium
This post is a little overdue. Better later than never I guess. With the Berkshire Hathaway AGM this weekend, I told myself to get this post done. Q1 hedge fund... Read More
Charlie Munger Google Talk?
I just recently found out that Charlie Munger was interviewed by Ruth Porat, CFO Alphabet Inc. I found a set of notes from this blog: http://d0j.blogspot.com/2016/09/notes-from-charlie-munger-talk.html. The notes are... Read More
The Oaktree Capital And Brookfield Marriage
I had the pleasure to be back on The Intelligent Investing Podcast with Eric Schleien to discuss the Brookfield-Oaktree transaction. Below are some notes on the transaction. Q4 hedge fund letters,... Read More
Star Stockpickers
We have a fascination with stockpickers. Big name stockpickers like Peter Lynch or Carl Icahn, comes to mind. Star stockpickers are glamourized because investors think they have the magic... Read More
