Categories
Excerpts

On Valuation Indifferent Investors

Hat Tip : VM

Source : Greenlight Letter to Investors
Categories
Excerpts

50 Years, One Idea

Categories
Excerpts

Shorters just want to survive

Source : NeckarCap

Categories
Excerpts Insurance

Insurance Cos are Recession Resistant

Categories
Excerpts

Changing Narratives

Hat Tip :Deepak Kapur