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Recent Missives
The Mayor White Problem for Investors
[...] Ideological thinking has run amok in the allocation of capital. This has transpired from government edicts and will, a typical creator of a bubble. It is promoted by the promoters, who are...
⟶ Keep ReadingBear Markets Like This One
We are getting questioned constantly on how long this bear market in U.S. stocks will continue. It’s a reasonable question, and as we always do, we look back at the most similar situations...
⟶ Keep Reading2Q22 International Value Strategy Newsletter: The Rhythm of the Night
Corona’s 1995 classic “The Rhythm of the Night” rings in our ears as we stare at the circumstances that are likely to expose the darkness of the 2020’s. We saw the light in...
⟶ Keep Reading2Q22 U.S. Value Strategy Newsletter: Two-Headed Investment Monster
As we’ve hit the halftime mark for the investment year 2022, we are faced with a daunting two-headed monster. One head is the first full year of unwinding what Charlie Munger called, “the...
⟶ Keep ReadingLove is in the Air
[...] Chairman and largest shareholder, Harold Hamm, is trying to own our shares of Continental Resources (CLR US) at a price of $70. We’ve seen it trade above there in the open market...
⟶ Keep ReadingBuffett, Jones and Hamm: An Oil Wisdom Trifecta
Someone once said, “Better than being smart is knowing who is!” Over the last few weeks, three of the richest and most successful businessmen in the U.S. have let us know what they...
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