DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education.
Another fantastic piece in today’s WSJ talking about how government intervention has helped create an unsustainable debt burden for students and parents. They correctly place proper blame on universities as well. https://wsj.com/articles/college-university-student-debt-parent-grad-plus-loans-congress-school-borrowing-11638930489?mod=djemwhatsnews…
Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
Read More
I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in...
Read More
