A Wistful Farewell to Warren Buffett’s Annual Letters

Published on November 6, 2025

Innovation and influence are very distinct phenomena. Bob Dylan, for instance, didn’t invent folk music: He borrowed extensively from Woody Guthrie, Pete Seeger and others in the folk revival movement of the fifties and sixties, yet he became far more influential than any of them.

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Private Equity Must Sell More Assets — at Whatever Price

November 6, 2025
The rebirth of private equity dealmaking has been supposedly just around the corner for well over a year. But even as investment bankers cheer a rush of mergers & acquisitions and the reopening of the market for initial public offerings, many financial sponsors are still struggling to catch the same wave.

Why Hold Expensive Slow-Growing Stocks?

November 6, 2025
In their latest article, Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices, Chris Brightman, Campbell Harvey, Que Nguyen, and Omid Shakernia, argue that traditional style-box construction forces investors to hold stocks that are neither true “value” nor true “growth”—notably, expensive, slow-growing companies that have historically underperformed.