Author: The BlackSummit Team
By: The BlackSummit Team | On: March 24, 2022 |
The Day After & the Era of Transformation
“John Charalambakis Ph.D. offers the most astounding and far-reaching commentaries on global reality one can imagine. He reaches back thousands of years in history and makes lessons of history relevant […]
By: The BlackSummit Team | On: March 1, 2022 |
The Wooden Nickel
The Wooden Nickel is a collection of roughly a handful of recent topics that have caught our attention. Here you’ll find current, open-ended thoughts. We wish to use this piece […]
By: The BlackSummit Team | On: February 24, 2022 |
The Day After & the Era of Transformation
“Erudite, sharply focused and fun to read, The Canon of the Markets, a compendium of many of Dr. Charalambakis’ finest commentaries, should be required reading for all investors who feel overwhelmed […]
By: The BlackSummit Team | On: February 8, 2022 |
The Wooden Nickel
1. Terry Smith and Quality Terry Smith is known as “Britain’s Buffett” (Figure 1 shows why the moniker exists) and his annual letter is always an illuminating read. This year’s letter is […]
By: The BlackSummit Team | On: January 18, 2022 |
The Wooden Nickel
Instead of a post that looks at one market/investing topic in-depth with commentary and analysis, we thought we’d try something different. Without a specific broad topic grabbing our attention this […]
By: The BlackSummit Team | On: June 15, 2021 |
Bundling and Unbundling
In the mid 1990s Netscape Communications, one of the early darlings of the dot-com craze, embarked on a roadshow to meet with prospective investors prior to its IPO. In its […]
By: The BlackSummit Team | On: January 12, 2021 |
Taxes, Royalties, and Idea Generation
“The best business is a royalty on the growth of others, requiring little capital itself.” – Warren Buffett “Simplicity is the ultimate sophistication.” – Leonardo da Vinci Leverage does wonders […]
By: The BlackSummit Team | On: December 22, 2020 |
What Does the Market Expect for Dividends?
“We have made very little progress in life by trying to outguess these macroeconomic factors. We basically have abdicated. We’re just swimming all the time, and we let the tide […]
By: The BlackSummit Team | On: December 8, 2020 |
SPACs: Sponsor Revolution or PIPE Dream
“Corporations get the shareholders they deserve.” – Warren Buffett With valuations at cycle highs there is no shortage of analogies to compare the market today to its past peaks. […]
By: The BlackSummit Team | On: November 17, 2020 |
Price Is What You Pay. Value Is What You Get.
“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s […]
