Company Specific

Thanks, Elon!

The above chart should serve as a good reminder that having a lead doesn’t mean keeping it forever.

Warren Buffett’s Japan Bet, Warren Buffett’s Gold Bet, etc

Warren Buffett is an investor who looks to buy future growth at reasonable valuations today. He prioritizes long-term cashflow generation, management quality, competitive position and return on capital when he buys a stock. He’s got two well-known investment lieutenants helping him make decisions, and they are also empowered with enough autonomy to make decisions of…