Analysis and portfolios for rational investing
In this article, I discuss dividends vs. retained earnings and where the capital compounds best: in your hands or in the company’s hands. Distributions and
Continue readingBerkshire Hathaway needs no introduction, but what many investors might not know is the existence of several “Mini-Berkshires” or “Baby-Berkshires”, companies that are much smaller
Continue readingNassim Nicholas Taleb invented the word antifragile in his book with the same name when he was looking for the opposite of fragile. Antifragile is
Continue readingI believe Buffet’s annual letters are an invaluable source of investment knowledge and advice. I recently reread all of them, in addition to rereading Lawrence
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