What does the Smart Money think of Tesla?
Tesla has become the largest auto-maker in America as measured by market capitalization even though it produces a small fraction of the cars that...
Pumping Gas to the Tune of $8 Million
Hard to even comprehend, but this great story, courtesy the WSJ's Anna Prior, recounts how Ronald Read accumulated an estate valued at almost $8 million....
Cheeseburgers in Newport, RI and the Fiduciary Rule
A couple of years ago, after reading one of his investment articles, I reached out to Norb Vonnegut. We met in Newport and talked...
Wal-Mart Expands Online Grocery Delivery
Amid increasing competition from companies like Aldi, and the potential for more from Whole Foods/Amazon, Wal-Mart is expanding its online grocery delivery service to...
Is 2017 the End for Independent Grocers?
A number of headwinds are slamming into independent grocers, including competition from Amazon, a proliferation of "Dollar Store"-type discount retailers, and increased cost cutting...
The Trouble with this Bond Fund
You could almost see the trouble coming at Double Line Capital’s largest bond fund Total Return. Actually I did as I wrote to you...
Can China’s Stop-and-Go Market Reforms Work Forever?
It's two steps forward and one step back in China. As the country allows more market liberalization, companies find ways to exploit the system....
How an Introvert and DARPA Revolutionized Autonomous Vehicles
David Hall, CEO of Velodyne, created what is probably the most important piece of technology in the self-driving vehicle business, LiDAR. Short for "light...
Is Wal-Mart Ready to Compete with Amazon Online?
A surge in e-commerce sales boosted Wal-Mart last quarter. After aquiring Jet.com, Bonobos.com, and beefing up Walmart.com, Wal-Mart is beginning to get some traction...
What Can America Win in NAFTA Negotiations?
NAFTA renegotiations have begun between the three treaty members. Businesses with international operations are watching closely to see whether or not they will be...