Your All-Weather Healthcare Fortress

I’ve stared down bears in Yellowstone, MiGs over Moscow, and market crashes that would make your financial advisor need therapy. But nothing gets my pulse racing like finding a massively mispriced asset hiding in plain sight. Ladies and gentlemen, I give you Cigna (CI) – the financial equivalent of discovering an abandoned Ferrari with the […]

MICROSOFT’S AI HOSTAGE

(CRWV), (MSFT) My old college roommate owes me. Big time.  “It’ll be fun,” he promised, arm around my shoulder at our reunion. “Just judge one high school investment competition. They’re brilliant kids!”  Twenty years of friendship, and this is how he repays me for helping him land his first bulge-bracket banking gig? Sitting through PowerPoint […]