Markets, Rationality & Decision Making
Jeffrey Bronchick, CFA
April 15, 2024
“Yeah, Whatever” shall be the annoying theme for the next few hundred words due to a recent and random listening of Liam Lynch’s 2002 important hit.
We “usually” hate corporate governance structures where there is unequal voting rights accorded to different share classes. And we are wary of “control” situations where
We read proxies. And 10-K’s. We generally are not a fan of floating assets. We are generally not a fan of voting controlled public companies.
Alex Karp, CEO of Palantir on CNBC this week: “I love burning the short sellers. Almost nothing makes a human happier than taking the lines
From a Mystery Q4 Earnings Call: I would also like to spend some time this morning reiterating and elaborating on XXX capital allocation priorities. First, our
Yes, it is easy to see how “older and crankier” develops when the nouveau twitter gushes over a Buffet aphorism that was seemingly revelatory in…1986?
Stop and Buy This Book: The Counting House by Gary Sernovitz