Chipotle’s earnings are here!!

First quarter highlights, year over year: Revenue increased 13.9% to $1.3 billion Comparable restaurant sales increased 9.9%, net of 30…

Morgan Stanley Earnings

Morgan Stanley reported its first quarter earnings today, here is the story that the numbers are telling us. Net Revenues…

Howard Marks

One of the best books I have ever read about investing was Howard Marks’ “The most important things Illuminated”. His…

Seth Klarman

“ Psychological influences are a dominating factor governing investor behavior. They matter as much as-and at times more than-underlying value…

A peek to my portfolio

We are still in the second month of this year. The stocks that I will be sharing with you could…