Posted On August 31, 2018
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 […]
Posted On July 31, 2018
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 […]
Posted On June 28, 2018
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 […]
Posted On May 31, 2018
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 […]
Posted On April 30, 2018
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 […]
Posted On March 26, 2018
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 […]
Posted On February 27, 2018
Some internet links and ideas I've liked or found interesting in the past month Bill Nygren (Oakmark) Interview transcript I loved this interview. The line that really stuck out to me (and which modest proposal highlighted) is how twenty years ago you could simply buy low P/E stocks, but today the cheap stocks generally deserve […]
Posted On January 11, 2018
Some internet links and ideas I've liked or found interesting so far this month. Brooklyn Investor on Bitcoin and Barnes & Nobles (BKS) I love every word of this post. Bitcoin: His thoughts on bitcoin and the “value” fund managers long it mirror my own. It’s no surprise that the most famous fund managers who […]
Posted On December 18, 2017
I feel like I do this once a quarter, but sorry for the lack of blog posts recently! I’ve been looking at a bunch of different things, but unfortunately nothing has struck me to blog about. I am saving up a few ideas for a (hopefully) fun end of the year post though. Anyway, here […]
Posted On November 1, 2017
Some recent articles, podcasts, and other things that got me thinking: One of my favorite places to look for value in the stock market is publicly traded sports teams (I’ve previously discussed my investment in both MSG (disclosure: long) and BATRA (disclosure long)). My overarching theory with investing in sports teams is having them publicly […]
