30 Jun: Some Observations: BB MVOC
"A great business at a fair price is superior to a fair business at a great price." Charlie Munger Stock...
"A great business at a fair price is superior to a fair business at a great price." Charlie Munger Stock...
“Take one simple idea and take it seriously.” Charlie Munger Latest Count: As of the CLO trustee reports updated by...
“In the world of business, the people who are most successful are those who are doing what they love.” Warren...
Intelligent people make decisions based on opportunity costs. —Charlie Munger CCC/Caa - To Sell, Or Not To Sell, That Is...
“The goal is to turn data into information and information into insight.” – Carly Fiorina, former executive, president, and chair...
“When the facts change, I change my mind.” ― John Maynard Keynes Analysis: US CLO 2018 Equity - Improving But Still...
“Success is not final, failure is not fatal: it is the courage to continue that counts.” Winston Churchill Total post-2012...
"Success is not final, failure is not fatal: it is the courage to continue that counts." – Winston Churchill Latest...
"Success is not final, failure is not fatal: it is the courage to continue that counts." – Winston Churchill Latest...
"You must look at facts because they look at you." – Winston Churchill Below is a list of some commonly...
"You must look at facts because they look at you." – Winston Churchill Below is a list of some commonly...
"I like things to happen, and if they don’t happen I like to make them happen." – Winston Churchill Three...
"The noble person is modest in his or her speech, but exceeds in his or her actions." – Confucius The...
"Knowing what you don't know is more useful than being brilliant." – Charlie Munger Whenever it comes to the due diligence...
How Quickly Would AAA Be Paid Down Upon OC Test Breach? Based on a sample size of 95 global CLO...