Plus other random thoughts on a lazy Sunday morning
Because dear God am I going nowhere near the common shares
Why I'm not worried announcing my retirement during a market low
My newest position checks off all the boxes for a long-term hold
3x EV/EBIT ratio, anyone?
1960s Warren Buffett was interesting. 2020s Buffett? Not so much.
They say all mistakes are good as long as you learn from them. They lied.
You thought Rogers was a bond proxy? You thought wrong.
Or, in other words, the beautiful simplicity of The Position of F*ck You
And, as a bonus, the one I'm buying today
A little followed business I plan to tuck away for a very long time