Scorecard # 32 – The Other Virus
…when we see foolishness all around us, we remind ourselves that we are investors. Not speculators, investors. Value will once again have its day. It always does.
Jan, 31, 2021…when we see foolishness all around us, we remind ourselves that we are investors. Not speculators, investors. Value will once again have its day. It always does.
Jan, 31, 2021COVID-19 pulled a bear market out of hibernation and humanity took its place.
Apr, 06, 2020We made our initial investment in Booking Holdings (Nasdaq:BKNG) in late 2017 and recently added to our position. While we have previously disclosed that we owned the stock, we have not discussed its business in any detail. Here is a snapshot of our investment thesis.
Apr, 23, 2019