Last year was a waiting game. As David Einhorn put it in his recent fireside chat with Skagen, “We spent most of the year waiting to figure out who the next president of the United States was going to be.” Now that the political dust has settled, one might assume … Read More
Howard Marks: The Investor’s Dilemma: Emotion, Uncertainty, and the Path Forward
Investing, at its core, is not just about financial analysis or understanding market trends—it’s about managing emotions. As Howard Marks aptly put it during a fireside chat at Global Alts Miami 2025, “You can’t be a good investor if your emotions dominate you because then you’ll make the same mistakes … Read More
Warren Buffett’s Take: Investing in Industries vs. Companies
During this interview with Dr. George Athanassakos and Ivey MBA and HBA students, Warren Buffett discusses the challenges of picking individual pharmaceutical companies due to the uncertainty of future competition. He suggests that investing in a group of pharma companies, if reasonably priced, is a better approach since some drugs will … Read More