Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
$KEEPR: Pure or Diluted?
April 15, 2024, 12:35 a.m.
$COSCO: Buying Below Book: The nuances of buying discounted conglomerates.
July 13, 2023, 4:27 a.m.
$MEG Is Too Cheap: ~24% earnings yield, consistent growth, P/B of ~0.31x.
April 7, 2023, 7:42 a.m.
$ABA: My Follow-Up Thoughts: Let's talk risk, management, and risk management.
March 30, 2023, 7:49 a.m.
$PLC: "Dividend of Dreams": “The best business is a royalty on the growth of others, requiring little capital itself.” —Warren Buffett
March 21, 2023, 9:14 a.m.
$ABA: The "Batangas Bargain": 10% dividend yield, 40% discount to book value, and unlikely growth potential.
Feb. 13, 2023, 1 p.m.