Matt Brice – ValueWalk Premium

Verisign: The Golden Yardstick

Suzuki Violin is a method for teaching violin. There is a set of books that contain numerous songs that children learn in order. If you go to an early violin recital for Suzuki students, you might hear 5 different children playing a simplified version of Twinkle, Twinkle because it is...

Red Card: Be a Business Analyst not a Stock Analyst

Long ago in a place far, far away (well actually just Germany), my roommates and I agreed to speak only German, despite all being native English speakers. The adult figure among us, Page, was a big soccer fan. If someone spoke in English, Page would approach that person and...

The Highly Confident Turnaround CEO

Six months ago I read a transcript of an interesting exchange between a CEO and an analyst. The analyst posed a frank question about the future prospects to an incoming CEO. Her reputation was stellar. Her pointed response made me note the conversation. I wanted to come back later...

Why Write?

Bird by Bird is, in my opinion, a poor book with an excellent chapter on First Drafts, namely “Terrible First Drafts.”* I quote below: Q3 2019 hedge fund letters, conferences and more StartupStockPhotos / Pixabay Now, practically even better news than that of short assignments is the idea of ‘terrible’ first drafts. ...

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