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Month: September 2020

Some things and ideas: September 2020

Posted On September 30, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Premium post: September premium update

Posted On September 22, 2020
Two updates and one new idea

Assured Guaranty: the bull case $AGO

Posted On September 17, 2020
Yesterday, I posted the bear case for AGO. Today, I wanted to dive into the bull cases. Just a quick summary of the bear case before we dive in: AGO is a financial guarantor. Your big worry with AGO is that most of their guarantees are against municipalities, and municipality budgets appear stretched, yet AGO […]

Assured Guaranty: the bear case $AGO

Posted On September 15, 2020
A consistent theme of this blog is my love of companies that repurchase their shares. My love of repurchases is pretty simple: if you believe a company's stock is undervalued, than there's basically no investment the company can make that has the same risk/reward as the company buying back their own shares. Whenever a company […]

Is $QRTEA a Textbook Malone Special Sit or a Classic Value Trap?

Posted On September 2, 2020
One of the best things about running a blog / podcast is that investors get to know your style and reach out to you with ideas that they think you'll like / fit your style. And I've got to say: after almost five years of running this blog, my readers know me really well, as […]

Premium Post: Can I offer you a combo special sit / asset play / compounder?

Posted On September 1, 2020
There are a lot of different types of investing that can work. I tend to gravitate more towards asset plays (this company owns $100 worth of assets and trades for $50). Some people like compounders more (companies they think can grow their net worth by 15%+ annually for decades, so even if they pay a […]
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