Nuveen North Carol Premium Incom Mun Fd (NNC) Update

The initial September 22nd deadline for voting against the Nuveen North Carolina Municipal Income fund (ticker: NNC) has been extended.  We stand resolute in our dissent on the proposed exchange.  If you have not actively voted against the management proposal, we encourage you to call today and register your...

Story Telling With Data: Cole Nussbaumer Knaflic

Power Corrupts. PowerPoint Corrupts Absolutely. - Edward Tufte, Yale Professor Emeritus Q2 hedge fund letters, conference, scoops etc Data visualization sits at the intersection of science and art. Having all the information in the world readily available at our fingertips doesn’t make it easier to communicate. It makes it harder. In...

Dr. Fox: If You Can’t Convince Them, Confuse Them

Big words sound smart. Q2 hedge fund letters, conference, scoops etc Kapa65 / Pixabay Said differently, intellectual competence is positively correlated with the complexity of one’s vocabulary. Readers assume that the more difficult a passage is to read the more competent it must be.  Think about how silly that is for a moment. This...

Tips On Good Investment Writing

When I look back at some of our early letters, it’s possible that they could have been written by Dr. Fox. But over the years, I think I’ve gradually found my voice. I’ve learned to write like I talk and like I think. Being simple-minded is helpful in this...

KAR Auction Services

We recently presented our investment thesis on KAR Auction Services (KAR) at ValueX Vail.  Aside from a “leisurely hike” up the mountain at 10K feet after starving myself for three weeks, and a torturous spin class with our new Chief of Staff, this is always my favorite trip of...

Late Cycle Behavior

In case you missed it, now may be a good time to revisit, the value in boredom relative to the allurement of excitement.  A few excerpts below from our mid-year letter to investors: Q3 hedge fund letters, conference, scoops etc A note on typical, late-cycle behavior: While the market is still trading near...

“Cheesy Dad” Readings And Reflections

The first two are links to the articles that I mentioned to you specifically.  They have had such an impact on me that I have scheduled reminders to read them monthly. I hope you enjoy them as much as I do: Slow Dance The Tail End Get The Timeless Reading...

Deconstructing Quality, Part III

Our Deconstructing Quality series explores the three categories Burgundy assesses in our search for worthwhile companies. Part I looked into the business characteristics that help define a quality business.  Part II considered the financial attributes that make for attractive investments. In Part III, our final segment, we will investigate...

BROTOX With A Catalyst

I attended my first BOTOX party this year. While I resisted the urge to join in the festivities, I believe the upside from that experience will be far more rewarding than a set of frozen eyebrows. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should...

100 Word Summary Of What Risk Is

We don’t avoid risk. Avoiding risk also means avoiding returns. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

Graphic Porn IV – Pimp My Graph (Or Not)

Our final group of graphic sins looks at what can occur when the design dominates the data.  These are special effects gone wild.  Back in my early science days (***Old-timer yarn warning alert!***), you sent data that you wished to include in a formal report to a graphic design...

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The Life and Career of Charlie Munger

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