Author Archives: amol
Not being ambitious enough
Big famous companies are often criticized for being too ambitious when they hit the rocks. I’ve been there. Truly huge giants are often criticized for being too cautious – think Google looking so lame these days in the face of
Not being ambitious enough
Big famous companies are often criticized for being too ambitious when they hit the rocks. I’ve been there. Truly huge giants are often criticized for being too cautious – think Google looking so lame these days in the face of
RIP Good Times update
Back in August I was feeling optimistic – Berkshire was at 297. I thought we might see new overall highs in 6-12 months. BRK promptly fell in September. And it’s almost 6 months later today, 308.
RIP Good Times update
Back in August I was feeling optimistic – Berkshire was at 297. I thought we might see new overall highs in 6-12 months. BRK promptly fell in September. And it’s almost 6 months later today, 308.
No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
Behavior change and climate change
Every writer on climate change used to mention Jimmy Carter, the malaise speech, the American nationalism about suburbs and hamburgers, the entitled consumer, and ‘behavior change is hard to do’ topics on climate. In fact, even this August, the excellent
Behavior change and climate change
Every writer on climate change used to mention Jimmy Carter, the malaise speech, the American nationalism about suburbs and hamburgers, the entitled consumer, and ‘behavior change is hard to do’ topics on climate. In fact, even this August, the excellent
RIP Good Times Is Over*
*Who knows? I really don’t. But over dinner with a public markets hedge fund person, we both *felt* that the great crash of 2022 might be over now, and that another 6-12 months from now we may see new highs.
RIP Good Times Is Over*
*Who knows? I really don’t. But over dinner with a public markets hedge fund person, we both *felt* that the great crash of 2022 might be over now, and that another 6-12 months from now we may see new highs.
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