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The 'five M's' framework for evaluating business investment opportunities: Moat, Market, Management, More Potential, and Margin of Safety.
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And then how do we think about those areas?
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Trump’s 50-Year War on the Dollar
mathmeetsmoney.substack.com
In their 2010 book Winner Take All Politics, political scientists Jacob S. Hacker and Paul Pierson make a compelling case for politics as the primary driver of inequality in the United States. Hacker and Pierson point to 1978 as the pivotal year when the American political landscape began to shift under a sustained and organized assault from
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At the Veterans Health Administration, Ken Kizer, appointed by Bill Clinton in 1994, inherited an antiquated, inefficient health-care system. The VA faced changes in its client population, the competitive healthcare environment, and modalities for delivering care.2 In just five years, Kizer instituted an electronic medical record system, made
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Robert E. Litan’s 2014 book, Trillion Dollar Economists.