It seems almost silly and trivial to think about the quarterly updates from our various investments right now, but I’ll get to a bit of that in a moment — and my top 20 positions in the Real Money Portfolio do all now have updated “buy below” prices, for whatever that’s worth. First, though, my […]
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The lead-in to the latest pitch from Andy Snyder touches on a few “hotter than hot” themes — so it’s no surprise that several folks have been asking about it recently. The ad is dated January 2021, and it promises both a next-wave telecom opportunity in 6G, and a hot exposure to Space, which is […]
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Dassault aviation seems interesting in the european defense área. Compare their marketcap with their shareholding in t...