As I sat down to write my annual letter, I had just read "Are We in a Bubble? - Honestly: Yes" (from the always sublime Geoff Gannon), so I wanted to put some thoughts on market valuations down. My views ended up sharing a lot with this post from Albert Bridge Capital (I had already […]
Some internet links and ideas I've liked or found interesting so far this month. Brooklyn Investor on Bitcoin and Barnes & Nobles (BKS) I love every word of this post. Bitcoin: His thoughts on bitcoin and the “value” fund managers long it mirror my own. It’s no surprise that the most famous fund managers who […]
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