Monday, May 20, 2019
Steve Forbes Interviews George Gilder on Current Issues
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Recently, Steve Forbes interviewed our long time friend and partner in venture capital, George Gilder. In this podcast on Steve Forbes...
Tuesday, April 16, 2019
Death and Taxes - Capital Gains Version
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Inevitably, while we are definitely long term investors, there comes a time when we deem it appropriate to sell companies that have done e...
Monday, February 25, 2019
The Fixation on Debt
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For years we have addressed the issue of debt for our investors. It seems there are very few issues that strike fear in the hearts of i...
Thursday, January 10, 2019
Investment Climate Jan 2019: The Very Strange Correction
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What a difference one quarter makes! In our last Investment Climate (October 2018), we wrote that we “…certainly expecte...
Tuesday, December 18, 2018
The Return of the "Hissy Fit"!
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image link We have discussed many times over the last decade or so how the market's reactions to scary headlines and prognosticatio...
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