by Matt Brice | Apr 6, 2018 | Investment Theory
Hidden Figures is a great movie. It's a great story about women, but also a story about math. The continual discussion about the endless calculations (note: these calculations are basically done by hand) that go into sending people to the moon is amazing, truly...
by Matt Brice | Feb 25, 2018 | Investment Theory
I want to write about two quick ideas. I will keep them brief because I hear something slightly more interesting came out this past Saturday morning. You can read that here. (Buffett Annual Letter) First, leadership matters. It's difficult to quantify this idea,...
by Matt Brice | Feb 13, 2018 | Ideas
Everything should be made as simple as possible, but not simpler. Einstein How simple or complex should an investment thesis in Facebook be? John and I made an investment in Apple a little over two years ago. It was the first time that I felt like I had departed...
by Matt Brice | Jan 22, 2018 | Investment Journal, Investment Theory
If you have been under a "financial news" rock for the past few months, I thought I would welcome you with a story you are likely to have missed…Bitcoin, or more broadly Cryptocurrencies. I generally read about things that I find interesting or at least relevant to...
by Matt Brice | Jan 16, 2018 | Investment Theory
I started re-reading Snowball over the holidays. If you haven't read it, you should and if you haven't read it in a few years, 2018 might be a good time to pick it up again. I joke with John that reading Snowball annually is similar to a Christian re-reading the...
