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Quick Takes for the Curious2021-08-31T13:56:37+00:00

QUICK TAKES FOR THE CURIOUS

A monthly, wide ranging, and informal note based on discussions and readings.

Junk Stocks Funded by Junk Bonds

August 18, 2021|

An Honest Take on Difficult Circumstances When bond yields first went negative, I called a long-time confidante. I whispered into the phone, “Someone is paying someone to borrow their ...

Margin of Safety by Seth A. Klarman

June 30, 2021|

A Legendary Book with Timeless & Timely Lessons Introduction to an Investing Classic: “The truth is, I am pained by the disastrous investment results experienced by great numbers of ...

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