General Research Notes: Businesses, Investments, and CEOs (Historical and Current)
Below are the most recent General Research Notes.
These are notes from researching, learning, and thinking through historical and current businesses, investments, and CEOs.
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Henry Flagler’s “Surfing” - Standard Oil (General Research Notes #7)
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Flagler’s “Surfing” (1850s - 1860s)
Peter Lynch, Bill Miller, Warren Buffett and Fannie Mae and Freddie Mac (General Research Notes #5)
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The Rise and Fall of Fannie Mae (1980-1990s, and 2008)
GEICO's Bankruptcy Scare and Buffett's Investment (General Research Notes #4)
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Saving GEICO from the Brink of Bankruptcy (1970s)
Amazon Liquidity and Cash Burn Concerns in Early 2000s (General Research Notes #3)
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10.26.2022 - Fears of Bankruptcy (Liquidity and Cash Burn Concerns in Early 2000s)
Rockefeller’s High Level of Borrowing (General Research Notes #2)
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10.21.2022 - Rockefeller’s High Level of Borrowing (1860s)
Charlie Munger on 100x WaPo Investment (General Research Notes #1)
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This was originally posted 10.20.2022.