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Sun Tzu on Value Investing

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Are you descended from the Visigoths? Get ready to pay up!

Each Friday we highlight a number of important, and often bizarre stories from around the world that my team and I are closely following:


Cory Booker introduces reparations bill


Get ready for a slippery slope, because because Cory Booker just introduced a reparations bill in Congress.


The 2020 Presidential contender[...]

  • Simon Black
  • April 19, 2019
  • Dorado
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Netflix’s unbelievable cash burn just got 60% worse

If you’re a big fan of shows like Narcos, Stranger Things, House of Cards, or Orange is the New Black, you might want to think about sending a fruit basket to anyone you know who is a Netflix shareholder.


Netflix reported its quarterly earnings again yesterday afternoon. And, as expected,[...]

  • Simon Black
  • April 17, 2019
  • Dorado
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