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Spotify: An Audio Lollapalooza
We just published a report on Spotify stock for Arch Capital, which you can find here: https://www.archcapitalfund.com/letters
Does Price Actually Matter In Investing? (Yes, of Course It Does)
A popular investing strategy these days is to ignore valuation. You may think I’m joking, but there are thousands of investors out there...
10 Lessons For Investors From Legendary Coach Bill Walsh
After seeing high praise for it on Twitter, I decided to download The Score Takes Care of Itself, by Bill Walsh. Bill is one of the best...
Why Share Count Matters
One topic I find (most) investors don’t focus on enough relative to its importance is share count. Whether a stock’s outstanding shares...