This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Last week, Silvia, Inc. announced it had taken actions to save $10MM per year. A large part of those savings were related to replacing the COO, the CFO, and...
Read More
I’m in Florence, Italy this week, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in...
Read MoreMultiple changes to the portfolio today (and next week). I will update the Current Recommendations page with new weightings once I’ve posted this blog entry. All weightings listed are...
Read More
