As we find ourselves a little more than a month out from the presidential election, any surprise from the outcome is settling, and we are starting to get more insight into President-elect Trump’s stated plans. Specifically, he has announced blanket 10% tariffs on goods imported from China and 25% tariffs on Mexico and Canada . He has also put forth several names for key economic positions, including: Hedge fund founder Scott Bessent for Treasury Secretary Investment bank

“ But the essence of good business is knowing when to step on a train and when to step off. ” Richard Rainwater, American investor and...

“Superior businesses produce a lot of positive surprises. Bad businesses throw up one headache after another.” Value Investor Li Lu ...

“ Kamala Harris and Donald Trump are shredding basic economic good sense. ” writer Roger Lowenstein in The New York Times The U.S....

In most letters, we focus on the characteristics that attract us to a particular position. We’ve spoken at length, for example, about...

“ The stock market is there to serve you and not to instruct you. ” Warren Buffett | Co-founder, chairman and CEO of Berkshire Hathaway ...