Category Archives: Our Portfolios

The Math of Averaging Down

I tried to explain the concept of “averaging down” at my last annual meeting, but I couldn’t quite get my point across as well as I’d hoped. I was trying to throw too many concepts out there all at once. … read more…

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Q&A With Clearwire Longs and Shorts

This is the second in a series of additional thoughts about Clearwire, presented in a Q&A format. Here was the first post in this series, and here is the article that kicked it all off. As a reminder, none of this … read more…

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Thoughts on That Wacky Sprint Call

I’ve received a handful of emails this weekend about the sell-off in Clearwire last Friday after a number of comments the management team of Sprint made during a presentation to Wall Street analysts. In the interest of time, I’ll try … read more…

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