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Goehring & Rozencwajg - The End of Abundant Energy: Shale Production and Hubbert's Peak By - Beren- 2 weeks ago
The Complete History & Strategy of LVMH A glowing commendation for all to see By - Beren- 1 month ago
https://info.massifcap.com/massif-real-asset-equities-paper-typ?submissionGuid=9c8b2139-76a8-4afe-891d-cc4b6ac1884f Reply
If you look up an article called "The Security I like Best" written by Buffett, it's from 1951 and Buffett lays out his entire GEICO thesis with figures. Reply
Just a heads up, this is a private substack so it can't be accessed.
appropriate thread for beginner questions
Site not loading for me
https://info.massifcap.com/massif-real-asset-equities-paper-typ?submissionGuid=9c8b2139-76a8-4afe-891d-cc4b6ac1884f
https://www.reddit.com/r/SecurityAnalysis/comments/118ga7m/content_is_king_again/
If you look up an article called "The Security I like Best" written by Buffett, it's from 1951 and Buffett lays out his entire GEICO thesis with figures.