Equity

For those worried about Costco's work in the delivery space

Feb
21
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For those worried about Costco's work in the delivery space, it looks like they are making forward progress.  

Howard Mark's book "The Most Important Thing" discusses many good points.  One of his points is that most investors do not consider "second level thinking".  

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GM's prospects

Feb
21
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Interesting discussion on GM's prospects in the evolving electric and self driving car spaces.  Keep up the good work Mary Barra - hearts and minds!

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