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Month: January 2018

Thoughts on the market and where we see upside and opportunity

Posted On January 19, 2018
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 things and ideas, January 2018

Posted On January 11, 2018
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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