What's going with SIRI? Part I
Berkshire Letter 2023
[Free Post] What is a Compounder, really
Revisiting subjective probability assignment in merger arbitrage
Long idea--same assets, just earning more
Idea triage
[Free Post] Opening Principles
What's going on with RILY? Part 2
Going paid
2023 year in review/2024 opportunities
What's going on with RILY?