Scorecard # 45 – Bedtime Stories
“If math were the only thing that mattered, AI would be a threat to [us]. But the math is the easy part. Besides, we have an unfair advantage: our parents read us bedtime stories as children…
Apr, 11, 2024“If math were the only thing that mattered, AI would be a threat to [us]. But the math is the easy part. Besides, we have an unfair advantage: our parents read us bedtime stories as children…
Apr, 11, 2024… nobody has ever accused me of being humble. Although humility is a trait I much admire, I don’t think I quite got my full share.” Charlie Munger
Jan, 17, 2024We don’t mind the current market environment as we are finding new places to put capital…
Oct, 26, 2023Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive.
Jul, 31, 2023“Investors are on edge. Rapid interest rate increases are creating stresses in the banking sector… “
Apr, 26, 2023“There are a million ways to get wealthy… but there’s only one way to stay wealthy: some combination of frugality and paranoia”
Jan, 10, 2023As the Oracle of Omaha himself so aptly put it, value investing is simple, but not easy
Oct, 14, 2022“Buy quality companies when they are on sale. Avoid leverage, folly and big mistakes that set you back. It is simple, but not easy.”
Apr, 14, 2022Trying to predict and successfully time when the next storm will arrive is not a substitute for sturdy construction. Financial storms tend to arrive with little warning. The key to resilience is to know that they will inevitably come and to prepare in advance.
Jul, 22, 2021During the quarter we initiated a position in TVA Group (TSX:TVA.B). Based in Quebec, the company is a leading broadcaster and owner of specialty channels targeting the French-Canadian audience.
Apr, 23, 2021