Meta's Myriad Questions
A couple of days ago, “SouthernValue” tagged me in the below tweet:
Since I also received a handful of emails asking about some of the topics raised by the tweet, I decided to share some brief and crisp thoughts on them behind the paywall.
Subscribers get the daily journal and five+ years of Deep Dives, i.e. full-length analyses with financial models on 65+ companies. The daily is just how I think out loud between the Deep Dives!


