Wednesday, November 13, 2019

Vista Outdoor Catches a Bid

About eight months ago, I wrote about Vista Outdoor as a potential value stock. Since then, I have not loved the progress the company has made. Asset sales took longer than expected and at lower prices, restructuring costs ballooned, and revenues continued to plummet despite what looks to be a recovering firearms market.

Sunday, November 10, 2019

Permanent Record

Edward Snowden rocked the world when he revealed the details of the US government's warrantless surveillance program on the world's population. In Permanent Record, he discusses these decisions that have led to his current exile in Russia.

Tuesday, October 29, 2019

Who Gets What And Why

Many different kinds of markets surround us: job markets, dating markets, stock markets, kidney exchanges, student acceptances/rejections, supermarkets etc. In Who Gets What ― and Why economist Al Roth discusses the factors that need to be set/controlled in order to make a market work.

Friday, October 18, 2019

Damn Right

I've a read quite a bit about Charlie Munger. But everything I've previously read has been about his thoughts. Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger is about the person, his family life, his tragedies and triumphs.

Friday, October 4, 2019

Karsan Value Funds

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

Tuesday, October 1, 2019

Railroader

Hunter Harrison turned around four different railroads. Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison is the story of Harrison's career right up until his death less than two years ago.

Wednesday, September 25, 2019

Linamar Re-Visited

I've been following auto parts manufacturer Linamar for over a decade, but I hadn't owned any shares until last month. Its price finally fell to a level at which I believe I'm getting the kind of large margin of safety that interests me.

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