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Showing posts with the label Investment Philosophy

A Teaching Manifesto: An Invitation to my Spring 2020 classes

If you have been reading my blog for long enough, you should have seen this post coming. Every seme… Read more A Teaching Manifesto: An Invitation to my Spring 2020 classes

The Softbank-WeWork End Game: Savior Economics or Sunk Cost Problem?

Since my pre-IPO post on WeWork , where I valued the company ahead of its then imminent offering, m… Read more The Softbank-WeWork End Game: Savior Economics or Sunk Cost Problem?

Are you a contrarian?

In investing mythology, there is a special place reserved for the contrarian investor, i.e., the in… Read more Are you a contrarian?