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Category: Monthly Thoughts / Links

Some things and ideas: March 2018

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 […]

Some things and ideas: February 2018

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 […]

Some things and ideas, January 2018

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 […]

Some things and ideas, December 2017

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 […]

Podcasts, articles, and other things I found interesting

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 […]
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