An idiosyncratic look at my year of reading Once more, following the example of my friend Brad Berens, I will recap some of …
Top Wharton MBA Says His MBA Was A Waste of Time. Mine Wasn’t.
I recently came across an article in which Bill Winters—a very successful graduate of Wharton’s MBA program—claims that his MBA …
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The Power of “Having a Guy” – And Being One
Maybe it's my east coast roots, but I have a deep seated memory of how problems get resolved. Someone complains about a sticky …
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How We Think About Investments
An Imprecise and Idiosyncratic Framework For Deciding When To Invest People often ask about our "investment thesis" or our …