GrafTech International: A Risk-Reward Bet
Here’s why we like the probabilities of investing in graphite electrode industrial, GrafTech International.
Charlie Munger: 2020 Daily Journal Annual Meeting Transcript
Charlie Munger spreads wisdom at the annual meeting for the Daily Journal. Here’s a full transcript of the entire meeting.
A Story of Short Squeezes and Market Corners
Keynes said that markets can stay irrational longer than you can stay solvent. Some of the greatest lessons of why that is are found in the history of market corners and short squeezes.
What Other Industries Teach Us About Investing
A great presentation by Morgan Housel teaches us the simple value of the long view.
Avoiding Life’s Pitfalls With Kipling
What is said in Kipling’s timeless poem is incredibly powerful.
Epidemic Models: Understanding Infections in Biology and Other Domains
Read about the powerful mental model used to understand how epidemics gain traction in biology, financial markets, and more.
SINA Corp: Why We Bought an Undervalued Stock
Read our analysis and valuation of Chinese internet conglomerate SINA Corp and why we have added the stock to the Junto portfolio.
The Dhandho Investor: Mohnish Pabrai’s Investing Moat
Mohnish Pabrai offers us a glimpse into the true meaning of value investing. Heads I win, tails I don’t lose much!
Kraft Heinz: Time to Invest?
Does Kraft Heinz’s depressed share price indicate a possible value investment ahead of 2019 earnings? Read our valuation and download our annotated annual report.
How Information Abundance Affects Every Corner of Society
“Everything we do and think is determined by the technologies we build and implement”.
The Warren Buffett Portfolio: Key Lessons
My personal notes from a must-read book on Warren Buffett.