$FB
The Take Rate Is Too High!
Name the characteristics of an ideal investment: Conservative balance sheet. Owner/operator. History of high returns on capital. Now let me present an …
Apple, the most well covered stock in history appears cheap. Everybody knows this company so let’s just jump to what I think the market is missing. App…
$BRK
January 21st marked Tidefall’s one year anniversary. I’ve had a lot people on FinTwit contact me about this experience as they are interested in doing …
Australia recently announced a bill that would require Facebook and Google to pay news publishers for displaying news links on their sites. This would …
Aren't these efficient markets?
A quick post as I try to avoid macro tourism as much as I can. 
$TWTR
I wasn’t going to release this letter as my original goal of writing concise quarterly reports was in hindsight a mistake and quite limiting. 
$NTDOY $7974