Making the case for DIRECTV
What was I thinking? Invest in a company with no dividend? A company whose only product was satellite TV subscriptions? Was I out of my mind to propose to my colleagues that we should invest in a company that faces [...]
Emerging market investing: You’re not in Kansas anymore
When you invest for a living, it is hard to escape your profession, even during vacation. When my wife and I landed in Lima, Peru just before Christmas, I couldn’t help but notice the Scotiabank branch across the street from [...]
