In his book Small Giants: Companies That Choose To Be Great Instead of Big (2005), Bo Burlingham has written a book about the possibilities of business. When we talk about business, we usually talk about the large corporations that dominate…
I haven’t played much poker in the last 4 1/2 months as life has interfered: health problems, legal issues, business, etc… But I decided to head up to Thunder Valley from the Bay Area early Monday morning to play Event…
As an introduction to this blog I’d like to introduce three important concepts for understanding contemporary capitalism: casino capitalism, the K-shaped economy and financialization. Since I started in the business in 2006, the market has come more and more to…
Last week, in an attempt to improve home affordability, President Trump announced a possible ban on institutional ownership of single family homes. This resulted in a selloff in the two leading single family rental (SFR) REITs: American Homes 4 Rent…
The massive success of Amazon (AMZN) has created a paradigm shift in value investing. It was very hard to understand how AMZN could be a value stock based on traditional valuation measures for a very long time. Nick Sleep and…
In the short run, the market is a voting machine; in the long run, a weighing machine – Ben Graham The great Ben Graham – teacher of Warren Buffett – encapsulated the two perennial approaches to investing in the quote…
There’s something interesting happening in the market that I don’t hear many people talking about. While the S&P 500 has broken out to new highs in recent days, it is being driven by the “soldiers” not the mega cap tech…
Mondelez (MDLZ) is a $70 billion food company with a number of popular brands like Chips Ahoy!, Clif Bar, Ritz Crackers, Sour Patch Kids and Oreos, among many others. It is the 7th largest holding in the S&P Consumer Staples…
January 3, 2026 It takes a man a long time to learn all the lessons of all his mistakes – Jesse Livermore The test of a first rate intelligence is the ability to hold two opposing ideas in mind at…
When the capital development of a country becomes a by-product of the activities of a casino the job is likely to be ill done – John Maynard Keynes There can be few fields of human endeavor in which history counts…
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