Update on Match and Tinder

When I first wrote about Tinder’s parent company, Match, I believed there were two risks. I know I made a mistake with the first risk, and I believe there are lessons to be learned from both risks I identified. First, Tinder operates a freemium network user business model. Users can

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Buffett’s Blind Spot

I started re-reading Snowball over the holidays.  If you haven’t read it, you should and if you haven’t read it in a few years, 2018 might be a good time to pick it up again.  I joke with John that reading Snowball annually is similar to a Christian re-reading the

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The Inevitables

Value investors tend to shy away from technology companies.  There are typically two primary reasons for this.  First, technology can sometimes be difficult to understand.  For example, Nvidia is a technology company that designs graphic processing units.  These units can be used in graphics on PCs, potentially artificial intelligence and

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The Most Important Thing

The Most Important Thing: Howard Marks wrote a book entitled, The Most Important Thing.  I like the book, sincerely, I do.  There are a lot of chapters with a lot of important things, but I find it odd that he didn’t discuss the most important thing about investing in his

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