Alphabet Has Entered The Chat
Did Warren Buffett or one of the two T’s buy Alphabet?
The ABCs of 12D Chess For 13Fs
What appears as a bullish stake may be fully hedged, part of a merger arbitrage strategy, or a volatility trade.
13f filings show ownership but rarely reveals intent or broader strategy
Constellation Software: A People Business
Why AI concerns are overblown and leadership transition won’t derail Constellation.
Human relationships and industry expertise remain the moat.
The Most Extreme Speculation in 40 Years | Richard Bernstein
But like in any market, he still sees opportunities like U.S. dividend stocks and Non-U.S. Quality.
I Tracked Down The Company Ruining Restaurants
The Sysco-ification of American restaurants.