June 11, 2017
I don’t attend a lot of investment conferences as I prefer visiting companies on their home turf —you learn more that way. However, the LD Micro Invitational is “special” and after having missed the last few, I felt compelled to attend last week’s and get an update on the state of micro-cap investing (I define micro-cap as companies trading for under $50 million market Read More
Categories: General
Positions Mentioned: none
May 31, 2017
Published by Kuppy at May 31, 2017
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On April 9, I wrote about how certain companies have death spiral financings in place and you could literally short them at will for almost risk free returns. Now, barely 7 weeks later, Dryships Inc (DRYS – USA) is already down by 90% since I wrote that piece. I’ve been shorting DRYS and a few others like it for quite some time and re-loading as Read More
Categories: Investments
Positions Mentioned: none
May 17, 2017
Published by Kuppy at May 17, 2017
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A few weeks back, I was catching up with a friend of mine who runs a very successful high yield fund and naturally, the conversation turned to the markets. Me: Congrats on yet another great year in 2016. Him: Yeah, we beat our benchmark, but I’m sort of bummed. 2016 was the year we really should have killed it. They just gave away money in fixed Read More
Categories: Investment Strategy
Positions Mentioned: none
May 10, 2017
I tend to travel a lot. No matter where I am, I try the local beer. If I like it, I often seek out the local brewer. You’d be amazed at how often you can get a brewery tour—at pretty much any hour of the day—any day of the week. If the owner or head brewer is proud of what he’s producing, he’s going Read More
Categories: Travels
Positions Mentioned: none
May 8, 2017
For most of my life, tequila was something I gagged on at 4am, because some asshole thought it would be “fun to do shots.” Yet, throughout my many recent trips to Mexico, I experienced faint hints of what quality tequila tasted like. I quickly learned to avoid the mass produced commercial product out there and instead sampled small batch brands—often led forward by those Read More
Categories: Travels
Positions Mentioned: none