These were the most read posts on the site this week, in case you missed it:
Joshua M Brown
Rates, REITs and Utes
maybe the rapid rise of the last few months has priced in more hopes and dreams than reality.
Defeating Nonsense with Evidence
Communicating this stuff effectively makes for better client relationships and superior outcomes.
Chart o’ the Day: The Biggest Corporate Cash Hoarders
Chart
Side with the Seeds
I was struck last night by how articulate and ballsy the high school kids from Parkland, Florida were at CNN’s Town Hall about gun reform. They had the proper mix of respect for their elders, disgust at the lack of action on the part of elected officials, and passion about their own safety and circumstances….
Discipline Equals Freedom
As part of my first quarter curriculum, I wanted to tackle the Jocko Willink book that people have been telling me about since it came out. When I asked you guys for suggestions late last year for business books, more than one person threw this title out, so it had to happen. I’m really glad…
Get Your Ideas Ready for @SohnConf 2018
Legendary investors Bill Ackman, David Einhorn, Joel Greenblatt, Seth Klarman and Larry Robbins select the winner
We’re Coming to California
Are we meeting with you??? Let us know!
“Private Equity”
Will the returns of private equity save the pension system?
“Private Banker”
I find fancy investment advice and fancy products to be problematic in and of themselves, regardless of how many disclosures are made in the sales process.
