Author

"The really great ones are forgiving that way": 100 Baggers author on holding winners

13 lessons: why Berkshire was cut in half 3 times, why individual investors should stop checking their accounts, and why buying Monster Beverage at a…

Nov 8 • Scuttlebutt

AI investing can now reason like Buffett, not pattern-match — Abundance founder

8 arguments: Elliott's FOGO memo, Instacart's climb to a $17B sale, Traversal's AI-SRE business at a $1B valuation, and why AI still won't sway a jury

Nov 5 • Scuttlebutt

Annuity buyers have nobody looking out for them, says Whalen Global Advisors chairman

10 calls: why Warsh should have cut a symbolic quarter point, why probably half of planned data centers can't be built, and why Chase bought servicing…

Nov 1 • Scuttlebutt

Polyface Farm Owner: invest in the farmer, not the land

6 takeaways: why record beef prices aren't the windfall they look like, the $300,000 conversion that pencils out against one soybean crop, and why four…

Oct 27 • Scuttlebutt

Two failed IPOs led to a bigger payday than going public, says a six-time startup CEO

8 lessons: why he defied his board twice, the highway billboard he calls a stupid mistake, and how sending 300-plus staff home in COVID made hiring…

Oct 22 • Scuttlebutt

Nearly 90% of dying patients see lost loved ones in visions, says Hospice Buffalo CEO

8 lessons: why patients rate the visions 10 out of 10 for realism, why the dying fear being a burden more than death, and how his own stage-four cancer…

Oct 20 • Scuttlebutt

10x less likely to sell in a slump with a family photo on the account, Orion's CBO finds

7 lessons: why the investor is the biggest risk, how financial TV dulls judgment, the four biases behind bad decisions, and why Canadians kept 80% of…

Oct 19 • Scuttlebutt

Staying Intact author: no valuation method fixes a decision already made

8 lessons: Why he sold ASML and Nvidia right before they soared, his test for telling bubbles from reality, and why "enough" is a horizon, not a number

Oct 13 • Scuttlebutt

Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers

16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…

Oct 10 • Scuttlebutt

Nassim Taleb: buying AI-linked stocks is probably the most naive thinking there is

3 arguments: Why he calls the stock market a trap that keeps rising while risk builds, and why Apple and IBM both nearly went out of business after…

Oct 7 • Scuttlebutt

VisserLabs investor on his 46-name crypto index: "up year to date 50%"

10 calls: why he says rates have only normalized, why AI agents will need crypto to move money, and why the fourth quarter is when big allocators pick…

Oct 4 • Scuttlebutt

Static investors amplify every market move, says Elm Wealth's founder

11 takeaways: why none of the three investor types actually beat the market, how a trillion-dollar-a-year buyback habit keeps prices climbing, and when…

Oct 2 • Scuttlebutt

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