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March 22, 2022

Come Drink With Us At Berky…


I go to the annual Berkshire Hathaway meeting, not to hear what the old guys have to say, but to see my friends in the value investing community. After 2 years of virtual Berky meetings (boring…), they’re going to do a live one and of course, we’re going to pre-game it. Come and join us on Friday April 29 from 5 PM to 7:30 Read More
Categories: Travels
Positions Mentioned:
February 1, 2022

Azores (Part 3)


It’s been a wild 2 weeks in the markets since I returned from vacation and have been remiss in not finishing this Azores series (Azores Part 1 and Azores Part 2). With that excuse out of the way, here’s some images from the final 2 islands that I visited (Faial and Pico). I’m going to start with Faial and it’s principal city of Horta. Read More
Categories: Travels
Positions Mentioned:
January 17, 2022

Azores (Part 2)


Over a decade ago, what started as a semi-regular email to friends, morphed onto this site, mainly due to the difficulties of sending travel pictures through email attachments. With that in mind, I’m going to share some pics from my recent trip to the Azores. Sorry, no stock picks, but that’s fine because the Azores are absolutely incredible… Quick history lesson to start. While Read More
Categories: Travels
Positions Mentioned:
December 14, 2020

Costa Rica…


The great thing about investing is that no one ever forces you to put on a position. I prefer to wait with excess liquidity and find those amazing opportunities that seem to pop up a few times a year—remember how they gave away the store at the lows in March? That doesn’t mean I don’t do plenty of Event-Driven trading as it’s an Alpha-rich, Read More
Categories: Travels
Positions Mentioned: TNK
August 20, 2020

On Taking Vacations…


I’m known as a guy who puts in 20-hour days (I don’t sleep). I work hard, party hard and enjoy life. I also go out of my way to ensure that I take a few weeks off each quarter. Wait, what? A few weeks? Yep. Investing other people’s money is a high stress, high intensity job. You never know when a news event will Read More
Categories: Travels
Positions Mentioned:
November 17, 2019

One If By Land, Two If By Sea (My Caribbean Vacation)


Friend: Kuppy, have you lost your f*ckin’ mind? You’re not the sort to sit at the beach and drink a piña colada. Me: Who says I’m at the beach? Friend: Well, you’re certainly not shopping at Duty Free… What else is there to do in the Caribbean? Me: You’ve traveled the Caribbean by cruise and missed it all. Come join me. I’ll change your Read More
Categories: Travels
Positions Mentioned:
October 28, 2019

Antigua…


I’m writing to you from a luxury resort on the beautiful island of Antigua. Don’t worry, I haven’t gone soft or anything. I’m still a value investor and I got an insane deal on a 200-year-old historic hotel at Nelson’s Dockyards—an old English military base. Why am I here? Very simple. I’m taking some time off. You see, investing isn’t so much about analysis—any Read More
Categories: Travels
Positions Mentioned:
July 31, 2019

Azerbaijan


Three months ago, I had the opportunity to speak at Isaac Schwartz’s, annual VALUEx conference, held this year in Baku, the capital of Azerbaijan. Even more fortuitously, I pounded the table on shipping stocks, right before they inflected dramatically higher. (So far, so good). I had meant to write about my experiences in Azerbaijan, but then life happened. However, I’d be negligent if I Read More
Categories: Travels
Positions Mentioned:
May 30, 2019

Headed To Panama And Recent Podcast


I will be heading to Panama in July to attend an event with my good friends at Obris. Obris (formerly Seraph) is a membership syndicate of high-net-worth investors. I  have attended several of their events over the years (Mongolia, Colombia, Austin) and have always met interesting people while learning something new along the way. I will be speaking at the Panama event and would Read More
Categories: Travels
Positions Mentioned: