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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
January 15, 2021
Published by Kuppy at January 15, 2021
Last night, a buddy texted me. (I’m going to paraphrase a bit as this is a family site) FRIEND: Kuppy, you won’t believe what those assholes did!! ME: Wait!! What?? Who?? FRIEND: They robbed us!! ME: Who?? FRIEND: Read that press release from AT… ME: Holy Shit!! Who else do we know that owns this?? FRIEND: Dunno… You wanna rally the troops and get
Read MorePositions Mentioned: AT