Maintaining the Flame
<June 2, 2021> On April 27, 2021, Charles de Vaulx, a prominent absolute return investor, died. While we didn’t know Charles personally,...
Maintaining the Flame
Buy Things
Disappearing BOGOs
Revisiting the Miners
The Abominable Snowball
Don’t Stress It, Press It
A Generational Buying Moment
Locking It In
Loose Teeth and Tangible Assets
Daddy Ball
Believers
Monetizing Cats and Dogs
The Last Second Half Dance
The Second Serve
This is Not 1999
Bubble Survivor: Season 3
Risk Management—Why Bother?
Opportunities in Energy
Hard Work and Sacrifice
Are Bears Bad People?
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.