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Homophobic Arbitrage
A few years ago I went to a conference in South Beach. I had never stayed in a gay hotel before. I was not quite sure what the expectations were of guests.
Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers
I held a Q&A session with readers a while back. In this email, we’ll discuss how to handle market pressures and our view on serial acquirers.
Choosing to Enjoy It
At my 11-year-old daughter, Mia Sarah’s, bridging ceremony from elementary to middle school, a friend was complaining about the traffic and how much he hates driving his daughter to school.
Warren Buffett and the Berkshire Hathaway Paradox
Trip to Omaha has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting – is actually the least important part.
Popular Articles
The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Chess Saga Continues
With Hannah’s passion for chess growing and the lockdowns easing, we discovered the wonderful world of chess meetups.
