Required reading
Do it.
Why Buy & Hold Works
“Everyone wants to be a buy and hold investor during a bull market, but people change their tune when losses set in.”
Private Equity Is Paying Up for Risky Loans That Banks Can’t Touch
“Getting a greater quantum of debt is worth whatever that extra cost might be.”
Short Investing Philosophies
“People are persuaded by complexity. It gives the impression of brilliance. But if you can’t explain something simply you probably don’t understand it at all.”
Is It A Dog? A Diamond In The Rough? Wall Street Weighs In On DuPont’s Chemours Spinoff
“Chemours is not for the faint of heart with ~5.3x net debt to EBITDA and fundamentals that will likely get worse before they get better.“
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