Twelve months a year, Cassandra Unchained will donate 5% of subscription revenue during that month to a selected and vetted charity. This is also an opportunity to spread the word about charities truly making a difference. December’s charity is TogetherCalifornia, which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action.https://t.co/5RXvM9NYwV ...

Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules.Available on Apple Podcasts, Spotify, Amazon Music, YouTube and othershttps://t.co/bbXOpykGoF https://t.co/Yjbjwk95sb ...

I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No, it was $5 million. 13Fs and journalists…The full text of what I wrote:“Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy.Tesla dilutes its shareholders at about 3.6% per year, with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart.With recent news of Elon Musk’s $1 trillion ...

My October 9, 2008 letter to my investors, pages 2-4. I have pounded a table or two in my day, and this was one of those times. https://t.co/tgorfOBc2c ...

The Tragic Algebra of Stock-Based Compensation. Part 2 of my response to Nvidia’s talking points sent to its Wall Street analysts to rebut my arguments. I make an example of Nvidia because, frankly, they make a really good example.https://t.co/lLUZYDD4bU https://t.co/IxwX6l5Vun ...