Peter Thiel's talk at the National Conservatism Conference is chock full of hard questions, well-reasoned thoughts and dry humor. Absolutely worth watching, though probably easier to stomach if you lean libertarian. Investment takeaway: Avoid Wall Street banks if you think the US trade deficit will shrink. Peter brought up an interesting point: balancing trade will … Continue reading Peter Thiel: What Do We Not Want to Talk About?
Full Transcript: Chuck Akre with Patrick O’Shaughnessy
Quick note: I transcribed this rather quickly, shortened some parts and I may have missed things. I've also shared some takeaways and my favorite quotes from this conversation in a much shorter post. If you want to share, please link to the original transcript at this webpage and attribute transcription to James Hull. Thank you! … Continue reading Full Transcript: Chuck Akre with Patrick O’Shaughnessy
Every day is a learning day – Chuck Akre
Chuck Akre Chuck Akre of Akre Capital Management was on Patrick O'Shaughnessy's Invest Like The Best podcast. After listening to this twice in one day. I've taken the pleasure of transcribing a fair amount of the podcast, which I will post after this. In this post I will share some takeaways and my favorite quotes. … Continue reading Every day is a learning day – Chuck Akre