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- 5 min
Globe Trotting Curiosity
We found undervalued tickets by looking through a wider lens at teams/markets loaded with talent just joining the league of capitalism.
- 5 min
Solving A Bank Heist: Follow The Money
There were ten security cameras perched above the bank teller’s window. A customer in a black coat walked up to the only banker left in...
- 6 min
Uncommon Dividends of batting .285
How does a kid who never made it past the 8th grade become one of the world’s most quoted philosophers, on a variety of complex subjects?...
- 4 min
No Moat Is Safe
My first memories of what a giant moat must feel like, was as a little kid in the early 1980s watching the Georgetown Hoyas defend the...
- 3 min
Capitalism’s Greatest Dividend Is Solving Problems
Robert Johnson was on his way to vacation and struck up a conversation with a railroad doctor on the train. Johnson was told about the...
- 4 min
Levered Work, Balanced Sheets
“Just meet me at Buck’s, and we can talk about it,” he told me. I did not know where, or what that was. I had never been to Woodside,...
- 1 min
JOMO
He smiled, after working hard all day for a little extra savings to invest. At month end, he always employs those few dollars to start...
- 5 min
Paradox Of Paper
The stated goal of this group of investors was to be “tops” in the business of “change-makers.” They were four brothers, and sons of an...
- 4 min
The Most Underrated Investor
Let’s start with the so-called “smart money.” Big institutions used to have better access to company data, to make their forecasts....
- 10 min
Confessions Of A Digital Dinosaur: Esports Potential Is Enormous. What Else Is Going On There?!
I had to see this place with my own eyes. The first university from a Power 5 conference to offer esports scholarships was the University...
- 3 min
Incredible H.U.L.K.
My kids know the supper table is my favorite place in the world. WE have grown up there, together. I love good food, but I am there for...
- 3 min
The Genius Of Not Knowing
After Hurricane Andrew in 1992, Warren Buffett said “It’s only after the tide goes out that you learn who’s been swimming naked.” He was...
- 7 min
Digging Moats
A very popular investment question about a business is – how big is the moat? The size of an advantage from competitors is important. A...
- 6 min
MORE’s Law: Technology’s Greatest App Will Be Science
There is so much more I don’t know now than when I started as a portfolio manager twenty-four years ago. I don’t wrestle with this fact,...
- 7 min
The Other Side
I will never forget one phone call at the peak of mounting fears about the economy during the pandemic. It was my hero, who had no time...
- 4 min
Who’s In Your Headset?
We all know that better and better data is more available, and where to find it, on anything. Any lead in analytics that a team has in...
- 9 min
Top None Percent
I love a peanut butter and jelly sandwich. My kids are not allowed to take one to school. Fast food delivery apps are welcome. Parents...
- 8 min
GRINdexing
“Everything you need to know will become apparent at that time.” Would you join a club with only that explanation for potential new...
- 8 min
150-Year Old Startup
Almost two hundred years ago, there was a Jewish kid named Marcus living in Germany who loved math. His family did not have much money,...
- 13 min
4,000-To-1 Long Shot
How many families have at least one kid who would like to shoot the basketball like Stephen Curry? How many have an adult with financial...