The Other Side

“I never allow myself to have an opinion on anything that I don't know the other side's argument better than they do.”— Charlie Munger “We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of...

Two Earnings Updates and Portfolio Commentary

I thought I'd update members on a couple stocks that could use an update. First, the good news: I'm not one for putting much weight on any particular quarter, but Tencent is doing incredibly well, and there latest numbers were pretty amazing. When you zoom out, and...