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March 22, 2022
Published by Kuppy at March 22, 2022
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
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February 1, 2022
Published by Kuppy at February 1, 2022
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.
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January 17, 2022
Published by Kuppy at January 17, 2022
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
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December 14, 2020
Published by Kuppy at December 14, 2020
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,
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August 20, 2020
Published by Kuppy at August 20, 2020
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
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February 13, 2020
Published by Kuppy at February 13, 2020
Almost precisely 10 years ago, I started this website as a way to simplify the task of sending emails to about two-dozen close friends. At the time, these emails consisted of stock picks and making fun of traditional investment “wisdom.” Along the way, I would point out stupidity and hypocrisy in all its many forms. Transitioning from the use of emails to a website
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November 17, 2019
Published by Kuppy at November 17, 2019
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
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October 28, 2019
Published by Kuppy at October 28, 2019
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
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July 31, 2019
Published by Kuppy at July 31, 2019
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
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