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Let's do this all again in early July, fam. 😎

Markets the last week be like...

One cheap and simple way to reduce portfolio vol is to check your stock prices less often.

Will be interesting to see how many investors and corporate management report the tariff dog ate their homework...

Let’s go!

No Toby or Bill this year so I won’t be solo hosting an official Value After Hours meetup. But I’m headed to Mr Toads for a bit if anyone wants to come say hi.

Another epic weekend in Omaha in the books. So fun to catch up with friends. Honored to be in the building to see Warren’s retirement and hear the well deserved applause. What a legend…

VERY eager to see how my friend Eric's book turns out. I'd bet the over on 5 stars.

Proud dad moment: Through hard work (I didn't give him freak athlete genes), this kid was selected Varsity all-league this season. 🤩

Both these guys are like family to me, so I'm sure this one will be a banger. 🤩

Moderating a panel at Fordham on how investment managers are using AI, the energy/infra requirements, and can we tie it all back to value investing? Come say hi! cfany.org/event/12th-ann…

Make that 19 years...

We finally got Rudy to come slum it with us for an hour!

Would there be any unintended consequences if I blocked the term "gentleman"?

Wild to see 20%+ moves in 3 of the last 4 years. (Does this remotely match fundamental business improvements?) And maybe more staggering: 10%+ moves in 7 of the last 9 years?!

Long but thoughtful read on the investment process.