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I think the selling in $TPL is overdone. Let's go through my thoughts on valuation as well as the options I bought to reflect my opinion. Texas Pacific Land...
Read MoreLast night's election results mean Democrats will take control of both houses of Congress. Here are a few thoughts on the investing implications and on the portfolio: 1)...
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I’m in Tokyo for the month of November. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think...
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