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October 22, 2017

Kuppy Does Kyrgyzstan…


“No pork tonight because this is a Muslim country, but don’t worry, we’ll drink twice as much vodka to make up for it” Yup, I’m in Kyrgyzstan, checking off another box, on my long-postponed ‘Stan tour. Like all good adventures, this one started over drinks with some new-found friends. Him: You really should go visit our stock exchange Me: Sure, can you make an introduction to ... Read More
Categories: Travels
Positions Mentioned: none
August 27, 2017

Mall Tour 2017 (Part III)


Ever since the first Sears catalog was published in 1888 (the Amazon.com of its day), pundits have called for the death of retail establishments. It’s easy to see why they would think that such a thing was happening—namely stores around them were closing in rapid succession. Of course, these successive waves of retail disruption (the appearance of Woolworth’s, SS Kresge, K-Mart, Wal-Mart, the advent ... Read More
Categories: Travels
Positions Mentioned: none
July 5, 2017

Mall Tour 2017 (Part II)


Malls are bearing the brunt of changes in retail, but they’re only the canary in the coal mine. Let’s start with a simple premise; commercial real estate (CRE) will change more in the next decade than it has in the past hundred years. Anyone who thinks they can fully foresee how it will evolve is lying to you. The only certainty is that highly ... Read More
Categories: Travels
Positions Mentioned: none
June 25, 2017

Mall Tour 2017


For the past few years, most retailers have struggled. Of course, it’s easy to blame Amazon.com, but it is only one of many causes. At the same time, for us hedgies living in major cities with luxury malls, there is confusion about the problem itself—my mall is crowded and people are shopping. After having debated with friends endlessly on what the real root of ... Read More
Categories: Travels
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May 10, 2017

Amazing Tequila (Part II)


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

Amazing Tequila (Part I)


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
January 4, 2017

Real de Catorce and Onto 2017…


While I was in Mexico, December the 12th was the Feast of the Virgin of Guadalupe. If you want to learn more about the holiday, go to Wikipedia, but the key takeaway for me, was that Mexico effectively shuts down for a few days. That’s all fine and good, because despite multiple trips to Mexico, there was one thing that I’d never been able to ... Read More
Categories: Travels
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April 28, 2016

The Woodstock Of Crony Capitalism


It’s been a while since I’ve attended the Berkshire Hathaway (BRK:NYSE) annual meeting. Between the tedium of little kids asking questions about how to live life, to the feel-good nature of the thing, I simply got repulsed. Why do a bunch of hard-nosed capitalists choose to act like Ned Flanders for a weekend—in Omaha of all places? It’s illogical and completely artificial. Then, a ... Read More
Categories: Travels
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September 3, 2015

Colombia Not Columbia…


So, I was sitting in the Plaza De Los Coches in Cartagena, Colombia. It was past midnight, but still 95 degrees with an asphyxiating humidity that I have yet to experience in Miami. Fortunately, I had a cold beer in hand and was surrounded by good friends. In any case, I was transfixed by the parade of drunken tourists, prostitutes and the awkwardly comical ... Read More
Categories: Travels
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