Glimpses of the future

“We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.”  This ‘law of technology’ keeps getting validated not because we do not understand how technology works…

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O tempera! O mores!

O tempera! O mores!  As we write, two of the major political issues that have dominated politics, media, public discourse and our minds appear to be coming to their conclusions. In the US, the independent counsel’s…

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Turbulent Times

“I ask everybody to not think in two-to-three-year time frames, but to think in five-to-seven-year time frames.  When somebody … congratulates Amazon on a good quarter … I say thank…

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One way or another …

We were speaking at Latticework, an investment conference in London earlier this month, where one of the other speakers, one of Europe’s most prominent value investors, said that he does…

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