Analysis — Thought — LONGRIVER

GURUS | INVESTING | MACROECONOMICS | PODCASTS

Posts in Analysis

Kweichow Moutai: Impeccable Pedigree

Kweichow Moutai: Impeccable Pedigree

Visiting the home of China’s legendary liquor.

Macroeconomics, Companies, AnalysisGraham Rhodes15 December 2023China, Baijiu, Kweichow Moutai, Wuliangye, Diageo

Tom Gayner's Wrestling Match

Tom Gayner's Wrestling Match

The fight between the Income Statement and the Balance Sheet.

Gurus, Investing, AnalysisGraham Rhodes23 June 2023Markel, Berkshire Hathaway, Insurance, Banking, Financials, Omaha, Tom Gayner