4 Comments
Commenting has been turned off for this post
Oct 17, 2022Liked by The Rational Walk

Thank you and yes intellectually very interesting. Certainly something I would not buy into though!

When you say:

“The question is whether one wishes to partner with the Risk family or not.” You should probably add:

“The question is whether one wishes to partner with the Risk family and there unnamed (expert) money manager or not.”

Regards

Michael

Expand full comment

Maybe not an actionable idea but intriguing nonetheless. Great find.

Expand full comment
Sep 9, 2022Liked by The Rational Walk

Wonderful analysis!

And, echoing a point that Rational Walk made on Twitter a few weeks ago, the George Risk 10-K is an ideal educational exercise for beginners (or anyone hoping to brush up on their 10-K reading skills). Simple, straightforward, and relatively short.

Expand full comment