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Bloomberg Markets: Bill Smead on Total Addressable Markets
Recent Missives
Funding Unprofitable Growth
We have been reminding everyone that we believe we are unwinding a financial euphoria episode that Charlie Munger called “the biggest of his career, because of the totality of it.” In the process...
⟶ Keep ReadingThe 2022-2023 Regime Change
The events that began with Thursday’s tumult in financial stocks and precipitated the FDIC takeover of Silicon Valley Bank and Signature Bank were swift. The only thing that ran through my mind was...
⟶ Keep ReadingMusings from Buffett’s Letter
There were many good things to think about from Warren Buffett’s letter to shareholders which came out recently. In this piece, we’d like to drill down on two subjects that Buffett highlighted. [...]
⟶ Keep ReadingDrilling for Oil on the NYSE
As a young stockbroker in the 1980s, I was very enamored with T. Boone Pickens. Pickens recognized the huge value that built up in common stocks in the inflationary 1970s and began to...
⟶ Keep ReadingRamblings From My Idol, Charlie Munger
On February 5, 2023, Charlie Munger sat down as the Chairman Emeritus of the Daily Journal Corporation (DJCO) to answer questions from shareholders and the public. We think of it as the question-and-answer...
⟶ Keep ReadingHappy Days Are Here Again
[...] Stock market history argues that the next bull market in stocks will emerge when all the sinful behaviors of the last financial euphoria have been cleansed from the system. It will be...
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