Considerate Conceitedness

Thoughtful ArroganceVolatility can be both a feature and a bug of investing. Value investors attempt to treat it as a feature. We try to take advantage of the exuberance of the upswing and the pessimism of the downswing. Our ultimate goal is to narrow the gap between theory and practice and take advantage of volatility. We do this through thoughtful arrogance.

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Constitution Communications (CHTR) Inventory: Heads we win, tails we don’t lose

Charter Communications (CHTR) Stock: Heads we win, tails we don't loseCharter Communications (CHTR) is a significantly undervalued stock today. But are competition, 5G, and satellite internet significant threats to its business? How does its management compare to AT&T and Verizon? Read our analysis below.

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Putin: The Masks is Off. Europe is Subsequent.

Putin The Mask is Off Europe is Next.When Putin started the war, he tried to shift the blame to NATO, calling it the instigator. He argued that Russia had no choice but to defensively launch the war to prevent NATO from surrounding Russia from all sides. A few days ago, Putin finally lifted his veil of pretense: this is a war of conquest.

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ARKK Shares Sunk

ARKK Stocks SunkThe better ARK performed, the more money flowed into its main ETF, ARKK. It used this money to buy more sci-fi ARKK stocks, pushing up the prices of its holdings. This created a vicious cycle that has now reversed.

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