Facebook Earnings and Some General Thoughts

“What company? That one. The company that shows up once in a very long while — the Google of yesterday, the Microsoft of long ago… That company that’s on the cusp of Changing the World, that’s still small enough where each employee has a huge impact on the...

Talk at Markel and Some Quick Thoughts

A few weeks ago, my good friend Saurabh Madaan (a former Googler who now works at Markel with Tom Gayner) invited me to come to Richmond to chat about a few investing ideas with Mr. Gayner and a few other “Markelers” (if there are Googlers, why can’t...