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Showing posts with label
XLI
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Showing posts with label
XLI
.
Show all posts
Tuesday, January 17, 2023
"In a world in which most investors appear interested in figuring out how to make money every second and chase the idea du jour, there's also something validating about the message that it's okay to do nothing and wait for opportunities to present themselves or to pay off. That's lonely and contrary a lot of the time, but reminding yourself that that's what it takes is quite helpful." --Seth A. Klarman
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Caldron Bubble CALDRON BUBBLE (January 17, 2023): We are in the second year of the collapse of the "everything bubble."...
Sunday, November 27, 2022
"Successful investing is about recognizing the widest gaps between fair value and present value." --Steven Jon Kaplan
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Baby Done, Mama Next BABY DONE, MAMA NEXT (November 27, 2022): All we really need to know we learned in kindergarten, including...
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