Sitemap - 2024 - Investment Talk

A Masterclass with Bill Miller

How Aperol Made a Splash in the Campari Portfolio

SBUX: Problems at Starbucks

MEX: CEO Succession and Franchise Focus

The Case for Quality, The Folly of Multiples, and Forensic Accounting

Why Lululemon isn’t Under Armour

LULU: "Next Under Armour" as Lululemon Forecasts Revenue Deceleration

MC: Soft Aspirational US Consumer Weighs on Results

ATG: Sleight of Hand with Downgraded Organic Revenue Guidance

15 More Ideas from Seth Klarman’s Margin of Safety

15 Ideas from Seth Klarman’s Margin of Safety

KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps

My Portfolio: What We've Been Building

Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold

ATG: Lot Sold

Bitcoin ETFs Smoking Records

Health, Wealth, and Everything In Between

GRG: Half Way There

Four Years of Investment Talk

The Greatest Investor You've Never Heard Of, Li Lu, Sam Zell, & Fidelity's Value Investing Legend Joel Tillinghast

Europe's Magnificent Eleven

MTCH: More of the Same

Is Chipotle Squeezing too Hard?

CMG: Squeezing the Consumer a Little Too Much?

An Advisor and His Client

AXP: Gen Z / Millennial Overtakes Boomers in US Card Spend

The Reality of Mixed Reality

S&P Addiction

META: Concludes Year of Efficiency with a Bang

MC: LVMH Concludes 2023 on a High Note

Under the Hammer

PYPL: Shock Who?

Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass

GRG: Greggs Hints at Strong Year End

Avoid Investors Who...

BRBY: Second Profit Warning in 3 Months for Burberry

KRUS: Guidance Upgrade Following Confident Start to FY24

2023 Summary

Fads and Second Acts