Not sure what to make of the way he frames the Alphabet buy. He admits it's not a top three position but it's still significant. Maybe he's just being coy about it deliberately, but he doesn't exude a sense of confidence about it. Despite his comments about downside in the interview, Alphabet does seem to be one with a notable downside if they are wrong - albeit that's just my take.
I agree. He certainly didn’t talk about it the way he does Apple, AmEx, Coke, etc. Becky Quick really pushed for an explanation of what specifically he saw and/or understood about Alphabet that led to initiating the investment, but he kept coming right back to the challenges that hyperscalers face.
Josh Kerr sets world record in the mile wearing Brooks’ shoes. He predicted months ago he was going to break the 27 year-old record at this particular Diamond League event in London. Most found the prediction to be a bit brazen.
Not sure what to make of the way he frames the Alphabet buy. He admits it's not a top three position but it's still significant. Maybe he's just being coy about it deliberately, but he doesn't exude a sense of confidence about it. Despite his comments about downside in the interview, Alphabet does seem to be one with a notable downside if they are wrong - albeit that's just my take.
I agree. He certainly didn’t talk about it the way he does Apple, AmEx, Coke, etc. Becky Quick really pushed for an explanation of what specifically he saw and/or understood about Alphabet that led to initiating the investment, but he kept coming right back to the challenges that hyperscalers face.
Josh Kerr sets world record in the mile wearing Brooks’ shoes. He predicted months ago he was going to break the 27 year-old record at this particular Diamond League event in London. Most found the prediction to be a bit brazen.
Hi Robert — Thanks for sharing this! I saw the news about Kerr smashing the world record, but didn’t realize he was wearing Brooks. That’s awesome.
He has been associated with Brooks since 2018 when he left college.
did he mention having his wife and mistress live with him & his kids?