by lIzoiDmul1 | Jun 1, 2023 | Articles
Mr. A had a can of sardines. He sold them to Mr. B for $1. Mr. B sold them to Mr. C for $2. Mr. C sold them to Mr. D for $3. Mr. D opened them and found they were rotten. He complained to Mr. C that he wanted his money back. Mr. C said “No, you don’t...
by lIzoiDmul1 | Jul 14, 2022 | Audio / Video
Today’s episode is the first in a series of four on TransDigm, an aerospace components manufacturer that has appreciated over 1,750X since its inception nearly three decades earlier. In today’s episode we are joined by Nick Howley, TransDigm’s founder, long-time...
by lIzoiDmul1 | Jun 21, 2022 | Articles
September 1998 Farrell spent decades as the head of market strategy at Merrill Lynch and gain universal respect and admiration his insights and market wisdom have stood the test of time. Markets tend to return to the mean over time. Excesses in one direction will lead...
by lIzoiDmul1 | Jun 21, 2022 | Audio / Video
June 1995 Transcript: CHARLIE MUNGER ON THEPSYCHOLOGY OF HUMAN MISJUDGMENT Speech at Harvard UniversityEstimated date: June, 1995 Transcription, comments [in brackets] and minor editing by Whitney Tilson (feedback@tilsonfunds.com) Moderator: …and they discovered...
by lIzoiDmul1 | May 25, 2022 | Audio / Video
Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at the state of the defense industry and how it is changing. If you enjoy...
