Money For Nothing - Four Arbitrage Plays
"Now look at them yo-yo's that's the way you do it You play the guitar on the MTV That ain't workin' that's the way you do it Money...
Seven Corners Issues Long Thesis on Viacom (VIAB)
Seven Corners today issued its writeup regarding Viacom's "B" shares (ticker VIAB). Specifically, we are long the stock and believe that...
10,000 Hours...and Counting
In his book Outliers, Malcolm Gladwell claims that it takes approximately 10,000 hours of "deliberate practice" to master any complex...
The Secret History of the Original Tesla (R.I.P.)
As a current stock market darling, very few (if any) companies compare to Tesla (TSLA). Simply consider the following five ingredients:...
Seven Corners Issues Plan to Increase GM Shareholder Value
Seven Corners today issued its writeup outlining a plan to increase shareholder value at General Motors (GM). If implemented, we believe...
Berkshire 2016 Shareholder Letter - Cliff's Notes Version
This is the fortieth (and final) in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from...
Berkshire 2015 Shareholder Letter - Cliff's Notes Version
This is the thirty-ninth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...
Seven Corners Issues Review of Allergan (AGN) Q2 and 1H 2017 Results, Reiterates Sell Rating, Sees 5
Seven Corners has published a writeup regarding Allergan's 2nd quarter and 1st half 2017 financial results, regarding which we note the...
Berkshire 2014 Shareholder Letter - Cliff's Notes Version
This is the thirty-eighth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016....
Berkshire 2013 Shareholder Letter - Cliff's Notes Version
This is the thirty-seventh in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016....
Berkshire 2012 Shareholder Letter - Cliff's Notes Version
This is the thirty-sixth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...
Berkshire 2011 Shareholder Letter - Cliff's Notes Version
This is the thirty-fifth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...
Berkshire 2010 Shareholder Letter - Cliff's Notes Version
This is the thirty-fourth in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016....
The Perils of Short Selling: Tesla (Motors) Edition
"TSUNAMI OF HURT" Back in September 2012, Telsa CEO Elon Musk told Fox Business News that there was a "tsunami of hurt" in store for...
Berkshire 2009 Shareholder Letter - Cliff's Notes Version
This is the thirty-third in a series of blog posts that will analyze / summarize Warren Buffett's shareholder letters from 1977-2016. For...
