September 30, 2021
Published by Kuppy at September 30, 2021
Categories
A few years back, I was in NYC for meetings. All of a sudden, it started to pour, absolutely Miami style rain. Miraculously, an umbrella vendor popped out of nowhere (I’ve never understood how this works, but it is crazy how fast they can show up). Me: I’ll take a large umbrella. Him: That will be $50. Me: WTF!!! That’s a 2 dollar Read More
Categories: Comments On Events
Positions Mentioned:
September 29, 2021
Published by Kuppy at September 29, 2021
Categories
Ever since I can remember, billionaires have been taking private jets to conclaves where they strategized on how to reduce other people’s carbon emissions. At the time, I thought little of it—billionaires need hobbies and all. Besides, true billionaire credentials are gained when a squadron of luxury jets arrives to lecture some impoverished country on why they don’t deserve electricity. It is as cringeworthy Read More
Categories: Comments On Events
Positions Mentioned:
September 20, 2021
Published by Kuppy at September 20, 2021
Categories
If it keeps on rainin’, levee’s goin’ to break If it keeps on rainin’, levee’s goin’ to break When the levee breaks, I’ll have no place to stay. Mean old levee taught me to weep and moan, Lord Mean old levee taught me to weep and moan It’s got what it takes to make a mountain man leave his home Oh well, oh well, Read More
Categories: Comments On Events
Positions Mentioned:
September 13, 2021
Published by Kuppy at September 13, 2021
Categories
Investing is a game of keeping powder dry and waiting for layups. So many investors miss this lesson. They stay fully invested in middling situations for various reasons—often mental. Who cares if it is at 90% of fair value?? Recycle your capital. Why are you in a business with deteriorating numbers?? Recycle your capital. So what if it’s cheap, there’s no catalyst?? Recycle your Read More
Categories: Investment Strategy
Positions Mentioned:
Will Risk Parity Blow Up…???