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March 8, 2022
Published by Kuppy at March 8, 2022
People really like to complicate things. They worry about non-problems. They over-trade. They over-think. They ignore the obvious. This investing game is actually quite simple—buy unusually cheap companies with strong macro-tailwinds and then don’t sell until something changes. It’s really that easy. Unfortunately, I’m not the only one practicing this craft. While the stock market is populated by manic traders positioning for each data-point,
Read MorePositions Mentioned: CNR
March 22, 2021
Published by Kuppy at March 22, 2021
Over the past few months, bonds have had one of their sharpest selloffs in history. This should be no surprise. JPOW and Yellen have been quite clear that they intend to create epic levels of inflation and shred bondholders. History is replete with paper currencies getting debauched. As a result, I expect that our clueless band of inflationeers will succeed beyond their wildest dreams—especially
Read MorePositions Mentioned: Bitcoin, CNR, JOE
September 24, 2020
Published by Kuppy at September 24, 2020
Over the past few months, I’ve been writing a lot about Event-Driven strategies, mainly because I see an unusual amount of opportunity there. That said, Event-Driven remains a small piece of my book. The core of what I do is inflection investing—finding a theme that’s inflecting better and get there before anyone else realizes it. With that preamble out of the way, today the
Read MorePositions Mentioned: CNR
