On The Hunt For No-Brainers | Value Investing Podcast And Blog
Lately I’ve had difficulty trying to think long-term when Mr. Market bombards me with price quotes every day. I find myself checking stock prices multiple times a day, and I’ve also noticed the ups …
Continue Reading about Implementing 5-Year Plans Into My Investing →
Today felt good. Carvana was up 32% and some of my Carvana options were up 43%. I’m still down big on Carvana, but we’re in the early innings (hopefully) and it felt good to see Carvana going in the …
Continue Reading about Carvana Is Truly An All or Nothing Bet →
I have sold Apple entirely. Apple has been a core position of mine since 2016, and I’ve done very well with it, but I felt that now was the time to sell. I took all the Apple proceeds and invested …
This is a market for special situations and merger workouts. I find myself attracted these days to situations like Seritage and Activision Blizzard. Nothing is ever a sure thing, but it feels good …
Continue Reading about How I made an annualized return of over 130% on Continental Resources →
Prosus announced that they are going to start selling Tencent shares to fund a buyback of Prosus and Naspers stock. They said they will continue this while the discount remains unacceptable. About a …
Continue Reading about Prosus Is Selling Tencent Stock To Fund Buybacks →
Google at the current price is a perfect investment. It's not going to pay off as fast as Ted Weschler's 2020 Dillard's bet, a one year 13 bagger, but I think it has the same characteristics that made …
