As the facts change, change your thesis. Don't be a stubborn mule, or you'll get killed.

There's nothing more stubborn than a fact. That is why you hate them so much. They offend you.

Pay attention to the big themes because that's what will help you earn ten times your money.

The American dream is still to own your home.

Facts are stubborn things.

You go public because you want access to capital in the form of debt and equity.