LongTermView

I own all four of these. :)

Merry Christmas!

People are talking past each other in some respects. Arguments can be made that it is just as "unethical" to buy companies other than Microsoft. But it was silly for Wedgewood to single out Microsoft without mentioning all the times that Buffett has said he won't buy their stock because of his relationship with Gates.

I agree the part about Microsoft was pretty silly.

Instagram seems appealing to young people. Can you please clarify?

Wow, that is a good article. Thanks for sharing!

This is a sad day. He did a lot for private investors.

Just finished the book. It goes back in time pretty far such that it's hard to connect the material in the book to what BAM is today. I didn't see any references of Bruce Flatt but Jack Cockwell is mentioned throughout and I read somewhere (outside of the book) that he chose Bruce for the future.

Just ordered a copy - looking forward to reading it.

We're all human and we all make mistakes - I think he had a costly anchor bias with Sears. Not sure about other factors.

Priceline founder Jay Walker talks about how the load factor is better today in this https://skift.com/history-of-online-travel/ excerpt:

I also enjoyed as an inversion exercise. Hindsight is 20/20 but there is something different about her compared to other speakers like Reed Hastings. It's hard to describe the differences in writing but they're real...

Yeah, great material. Thanks again!

Just finished the book. It was quite a story!

I see it on yahoo finance, thanks.