Monthly Archives: January 2018

It’s Not Enough to Be Contrarian

Barton Biggs was a guru hedge fund manager and global investment strategist. He was also a serious student of World War II. His book Wealth, War & Wisdom is about what happened to stock markets and wealth during WW2. Today is part one of a two-part series on the takeaways from this book. This is […]

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Why Price and Value Are So Important

It’s important to understand price and value. As Warren Buffett says, “Price is what you pay. Value is what you get.” But what does that even mean? Well, it means that the price you pay and the value you get are not always the same. As I’ve explained before, the price you pay for an […]

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