Ensemble Capital
IntrinsicInv
The big inflection in video game end markets is first generation of people who grew up as gamers are now parents. So the whole family games and it is no
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1/ Why Value & Growth is no longer just about valuation.The nature of business is not static. While core principals are often timeless, the underlying dynamics can change dramatically over
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Interview with ⁦@AnnieDuke⁩ on applying the lessons she learned dominating the competition in poker to financial markets.https://www.barrons.com/articles/this-famous-poker-player-can-help-investors-play-a-tough-hand-51587727800 On of her key points i
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