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An Imprecise and Idiosyncratic Framework For Deciding When To Invest People often ask about our "investment thesis" or our …

Trump. Hulk Hogan. And The Failure of Big Media

A recent Los Angeles Times article about Donald Trump’s escalating war on the press transported me back to a dismal …

Maybe it's my east coast roots, but I have a deep seated memory of how problems get resolved. Someone complains about a sticky …

Here is a random walk through some of the books that I have read and enjoyed this year. It’s not everything that I read …

Image created using DALLE The Evolving Relationship Between Google and Publishers For two decades, Google has been the …