Montaigne on Lying, Berkshire's Q2 results, Equity risk premiums, Taking useful notes, Abandoning books, How Threads was built, BYD challenges Tesla, Katalin Karikó's inspiring life ...
Early Retirement, Chris Davis on Berkshire's future, Howard Marks on market cycles, Threads vs. Twitter, Costco takes the high road, James Cameron, GEICO in the 1970s ...
Substack's new microblogging platform could eventually displace Twitter. However, Substack's current business model is not profitable and may not be sustainable in the long run ...
We carry supercomputers in our pockets providing access to all of the wisdom of human history, so why has public discourse deteriorated in the twenty-first century? ...
Elon Musk is losing the plot by making basic security a paid feature on Twitter. By reducing confidence in the platform, advertisers may reduce or eliminate their spending ...
Gell-Mann Amnesia, GEICO, Todd Combs, Onboarding Directors, Damodaran on Meta, Paul Graham's Essays, Home Depot, Nick Sleep ...
Twitter should consider implementing a charge for account verification that is based on number of followers. Verification is likely to be much more valuable for large accounts with greater ability and willingness to pay ...
The Twitter Saga, The Next Buffett, Corporate Governance, Genetics of Ancient Humans, Long COVID, Vannevar Bush, Intuit, See's Candies ...
Without a certain level of trust, our modern civilization would soon disintegrate into total chaos. This article takes a brief look at the role of trust in three acquisitions ...
The Rational Walk is no longer on Twitter after thirteen years of using the platform. Readers should consider subscribing to Rational Reflections to receive new content ...
Dorsey on Twitter's Future, Musk on Passive Investing, How Buffett Could Deploy $6 Billion ...
Peter Cundill, Greg Abel, Passive Investing, Higher Yields, Mohnish Pabrai, Raising Cane's, Berkshire Questions ...
Nixon's Final Days, David Tepper, Berkshire Hathaway Energy, Luxury Beliefs, Erosion of Trust, Twitter's Future, Taylor on Inflation ...
Snap Inc., the parent company of the popular Snapchat app, has officially filed the paperwork required to go public in an offering expected to raise up to $3 billion. Characterizing itself as a "camera company" that has reinvented the way ...
Legendary investor Philip A. Fisher was a great believer in the utility of the "business grapevine" when it comes to researching candidates for investment. In Common Stocks and Uncommon Profits, which was reviewed here in April, Mr. Fisher lays out ...