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Tarpon US EquitiesFeb 21, 20213 minTime arbitrage and riskIn Quench Your Own Thirst: Business Lessons Learned Over a Beer or Two Jim Kock, founder of the Boston Beer Company, the one behind...
Tarpon US EquitiesSep 23, 20204 minInvestment mindset for the digital economy.In the “world” in which most of us learned how to invest corporate returns tended to revert to the mean, except from rare cases where a...
Tarpon US EquitiesSep 23, 202011 minSoftware – June 12, 2020I will jump through the commonsense introduction that software is eating the world,growing immensely, and transforming society. This is...
Tarpon US EquitiesSep 23, 20204 minTechnology and InvestingJoe Ricketts begins his memoir describing the day he saw his father, a stoic home builder, display some excitement as he observed his...
Tarpon US EquitiesSep 23, 20205 minBay Area and the Open Secret No One Wants to Acknowledge In the 90s, Warren Buffett made big noise with his simply correct and rational argument that stock - based compensation is, well,...