PinnedComcast, the snake that keeps goingNot done Simple Draft — Comcast Idea 1–5 (3.2)Jul 6, 2020Jul 6, 2020
PinnedLimitations“What has always made the state a hell on earth has been precisely that man has tried to make it his heaven” (Friedrich Hölderlin)Jan 27, 2019Jan 27, 2019
PinnedThe Birds Eye View“Economists who adhere to rational-expectations models of the world will never admit it, but a lot of what happens in markets is driven by…Jul 4, 2017Jul 4, 2017
The Fight for Paramount GlobalWhat follows is a letter I wrote to Paramount, expressing my strong feelings toward the company and Shari. I am unequivocally opposed to…Apr 14, 2024Apr 14, 2024
Let’s start, my 1 year return for the flagship fund.The Haile Fund 1 year = 24% as of 1/31Feb 26, 2024Feb 26, 2024
Stock list — “They thought I was a Surrealist, but I wasn’t.My stock list and when I bought and sold — I did not mean to sell these so quick but got uncomfortable at how fast they ran up. I will…Jun 9, 2023Jun 9, 2023
