Let’s talk about business development companies today. For the record I love BDC’s. They are banks on steroids with a lot less regulation. A business development company (BDC) is a public company that invests in entities that are too small…
Learn morePeople ask me (Garrett Baldwin) all the time why I don’t invest in Tesla for the long term. A few reasons… They’re pretty obvious, even if you’ve taken down a bottle of McCallan on a Tuesday morning. It’s trading as…
Learn moreAs the SPAC explosion continues around us, I feel like something of a frustrated Prophet.
Learn moreIt’s been one week since we hit the official deadline for 13Fs this month, giving me just enough time to make my rounds, read through each filing, and dive a little deeper into those that piqued my interest. With all…
Learn moreAs I’ve said before, the Florida Republic is a basic effort to stabilize after Washington forgets we exist (and vote).
Learn moreThe level of misinformation and willful idiocy with SPACs borders on criminal.
Learn moreThe idea of stealing ideas from the best money managers is not a new one. I first learned the practice back in the 1980s when I would check dozens of fund filings by hand every quarter. On the face of…
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