During his latest Insight Conversation, Howard Marks explains why the tide is going out and the unusually ‘easy’ period for risk-taking is over. Here’s an excerpt from the conversation:
The... Read More
Stanphyl Capital’s letter to investors for the month ended November 30, 2023.
Friends and Fellow Investors:
For November 2023 the fund was down approximately 11.5%* net of all fees and expenses.... Read More
Night Market Research's report on Mondee Holdings Inc (NASDAQ:MOND), a $500m OTA/travel services company.
Mondee, an airfare consolidator, trades at sector leading multiples despite mediocre growth, extreme leverage, and... Read More
Legendary investor and businessman Charlie Munger passed on November 28, 2023, at the age of 99.
Poor Charlie's Almanack is a compendium of eleven of Charlie's iconic talks on investing, life,... Read More
As the investment world mourns the passing of Charlie Munger, Burgundy’s Co-Founder Richard Rooney pays tribute to the business titan.
The portrait featured of Charlie Munger and Warren Buffett can... Read More