Posts by Marcellino Nehme
WAS BENJAMIN GRAHAM SKILLFUL OR LUCKY?
Last weekend’s Intelligent Investor column looked at the extreme difficulties of disentangling skill from luck when you are evaluating investment performance. Graham, of course, was the founder of security analysis as a profession, Buffett’s professor and first boss. He is universally regarded as one of the best investors of the 20th century. But Graham, who outperformed the stock…
Read MoreMicrosoft Joins Apple in the Exclusive 2 Trillion Club
Yesterday Microsoft joined a very exclusive club of companies — those with a market capitalization of more than $2 trillion (with a T). Under CEO Satya Nadella Microsoft has thrived as the software giant has grown its cloud computing division — Azure — while maintaining its position as the de facto operating system of choice for most PC users and building…
Read MoreHow hydrogen combustion engines can contribute to zero emissions
Regulators are tightening emissions rules for on-highway trucks in many of the world’s largest markets (Exhibit 1). From 2030 onward, regulators in Europe will require manufacturers to cut CO2 emissions for new on-highway trucks by 30 percent compared with 2019 levels. There are four true zero-emissions technologies to power vehicles: battery electric vehicles (BEVs), hydrogen fuel-cell electric vehicles (FCEVs), hydrogen internal…
Read More$12 Billion Government Contractor Booz Allen Facilitates Ransomware Payments—Even Though The FBI Says Never Pay
Recent incidents hitting health institutions, gas giant Colonial Pipeline and beef supplier JBS have all shown how disruptive such attacks, in which hackers steal data, lock up victims’ files, and demand a ransom in return for unlocking it, can be. Both Colonial and JBS ended up paying millions to the hackers. This time around, though,…
Read MoreHow Can I Improve Emotional Intelligence (EQ)?
Intelligence, in the general sense, is the ability to learn new concepts and apply your knowledge to problems. Emotional intelligence (EQ) is similar. It’s the ability to learn about yourself and apply that wisdom to the world around you. High EQ is associated with an array of benefits, from improved mental health and relationships, to…
Read MoreChina’s Communist Party at 100: the secret of its longevity
On July 1st China’s Communist Party will celebrate its 100th birthday. It has always called itself “great, glorious and correct”. Not only has it survived far longer than its many critics predicted; it also appears to be on the up. When the Soviet Union imploded in 1991, many pundits thought that the other great communist…
Read MoreHow to stop overthinking
Persistent overthinking in the form of worry and rumination can result in a wide range of symptoms such as insomnia, trouble concentrating, and in some cases, this can lead to anxiety or depression. Overthinking starts with a ‘trigger thought’. It’s not the trigger thought in and of itself that causes unpleasant symptoms, It is the…
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