Your Monday Dirty Dozen [CHART PACK] #20

Try as one might, when one looks into the future, there is no such thing as ‘complete’ information, much less a ‘complete’ forecast. As a consequence, I have found that the fastest way to an effective forecast is often through a sequence of lousy forecasts.  ~ Paul Saffo Good morning! In this week’s Dirty Dozen [CHART PACK] we look at […]

Ackman Nets 50%, More Investor Letters & Housel’s Latest Long-Form

Hope you’ve had a great week so far! Lots going on in the value corners of the markets. As always, we’ve got a bunch of Q4 Letters to roll through. But before we do that, check out my latest podcast with Cliff Sosin of CAS Investment Partners. I had a blast listening to Cliff spout […]