Thursday, May 4, 2017

Canam Goes Private

It feels like just last month that I was discussing Canam Group (CAM) as a new potential value investment - because it was. Thanks to extraordinarily lucky timing, I no longer own any shares, as last week the company's management (in concert with private equity) decided to take the company private.

Monday, May 1, 2017

Destiny of the Republic

Relative to what I'd like to know, I know very little about American history. But I plan to spend the rest of my lifetime fixing that! Fantastic books like Destiny of the Republic: A Tale of Madness, Medicine and the Murder of a President really help.

Friday, April 28, 2017

Stagecoach

Stagecoach owns and operates buses and trains in the UK, and to a lesser extent in Europe and America.

Tuesday, April 11, 2017

Dreamland

We spend a third of our lives sleeping, and yet we know so little about what goes on when we're under. I'm aware of countless studies that have demonstrated how important sleep is, and still I don't feel like I know enough to be getting the most out of it. It's with that in mind that I read Dreamland: Adventures in the Strange Science of Sleep.

Monday, April 10, 2017

Canam Group

Canam Group (CAM) is a previous holding of mine that has gotten very cheap again. I have written extensively about this stock in the past here.

Friday, April 7, 2017

Karsan Value Funds: 2017 Q1 Results

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.

Thursday, March 30, 2017

The Selfish Gene

This Charlie Munger recommendation opened my eyes to a better model of natural selection than I've been using thus far. In The Selfish Gene, Richard Dawkins introduces natural selection at the somewhat (you'll have to read the book to understand just how "some" and "what") gene level, and he shows it to be a powerful model for understanding life.

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