I don't pretend to be able to predict the weather... but I know Markel and Nephila were studying the same kind of data before NOAA released their prediction.In general, bad catastrophe years bring higher rates to absorb those losses, and it works out f[...]

He has pitched a few, but most of his ads have pointed at Palantir (PLTR) over the past 18 months.[...]

Thanks Peter![...]

I would guess that in any objective, long-term study the answer would be that letting your winners run is the best answer, on average. Water the flowers, pull the weeds.But we're not studies, we're human beings, so we need to establish whatever guard[...]

I've never owned Microsoft, sadly, so I'm mostly being bitter when I say that I think it's too expensive, given the growth rate.But Microsoft, Amazon and Alphabet are the likely winners of almost any big technology shift, given their current dominance,[...]

Don't remember ever really looking into either of those, what makes them stand apart?[...]

Looks like NVDA has endorsed the notion that AI spending is still growing fast. I guess beating estimates by 10% is "table stakes" when you're as richly valued as NVDA, so it's up only a little... but their 10:1 stock split will probably get some folks e[...]

Me, too![...]

Sounds roughly accurate, the Aussie shares are only about 20 cents each (in US$). Market cap around US$300 million these days, so it's nowhere near being in the IBM neighborhood. Maybe not even on the same planet.[...]

Could be, but they may not have any great prescience about timing -- Paulson has bought up a couple gold mining stocks and held them for something like a decade of sub-par returns now.[...]

They're all on the teaser tracking spreadsheets, including the buy price and date, but the AI ones aren't separated out. We've tracked teasers for 17 years, so quite a bit of data at stockgumshoe.com/tracking[...]

Depends on the crisis. I'm not terribly worried about the breakdown of the legal system and collapse of society, mostly just worried about currency devaluation over time... but everyone's got different risk scenarios in mind.[...]

No, I've never seen the gold market surge like this without much retail investor interest. Folks are saying it's all central bank buying driving the price -- dunno if that's true, but it does seem like interest is pretty limited among regular folks. [...]

Annual letter is out. No big surprises, mostly expanding on the patience theme with Broadband... though also highlighting some mistakes they've made. I found it relatively encouraging at first read, but will come back to it.Will be watching for the pr[...]

They might... but it will probably be an ultra-marathon, not a sprint.[...]

Good question, but I don't follow a lot of silver miners and don't remember coming across anyone that was similarly a "hoarder" of in-the-ground silver (since the Hunt brothers, at least) -- first ones I'd look at in silver are Pan American Silver (PAAS) a[...]

A couple insider buys trickling in for Acacia (ACTG) -- both the CEO and the General Counsel bought shares late last week and their filings came through today. Small purchases, but a nice indicator that they still think the price is reasonable... and I th[...]

Rio Tinto (RIO) has done well over the past decade, almost keeping up with the S&P 500. I don't have any negative feelings about them... they give good exposure to iron ore and copper, and the valuation looks pretty reasonable. They just don't provide go[...]

Yep, I consider those minor delays... but hitting HII too, which I own.[...]

Thanks Jamshid! I do love it... most days :)[...]