Tuesday, April 17, 2018

Liberated Syndication

Podcasts are a huge and growing market. In the spirit of selling shovels in a gold rush, Liberated Syndication (LSYN) hosts podcasts and provides other services (e.g. advertising) to podcasters.

Friday, April 6, 2018

Karsan Value Funds: 2018 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.

Monday, March 26, 2018

The Great Beanie Baby Bubble

Somehow, there was a giant bubble in Beanie Babies in the late 1990s. It doesn't really fit the usual pattern of bubbles that I have come to understand, which I guess goes to show that when a narrative gets going and people start to herd, you can get a bubble in anything! The Great Beanie Baby Bubble: The Amazing Story of How America Lost Its Mind Over a Plush Toy--and the Eccentric Genius Behind It is all about this bewildering phenomenon.

Tuesday, March 20, 2018

Monday, March 19, 2018

Viemed

Viemed Healthcare (VMD) provides home respiratory services to those who need breathing assistance. As an investment, I believe it has a lot going for it, and so I bought shares in early February.

Tuesday, March 13, 2018

How Democracies Die

As Trump takes the world by storm, I've wondered whether there is a real reason to worry that America could become a politically unstable country, or whether that kind of talk is just fear-mongering. On the one hand, he has done some things which you would not expect from a democratic leader (e.g. attack the press, appoint family members to prominent roles, blur the lines between the presidency and personal business relationships, politicize institutions like the FBI etc.). But on the other hand, it seems improbable that we should live in exceptional times; considering America has been around for 240+ years, surely this kind of demagoguery has come and gone before...right? So it was with these ideas in mind that I read the fantastic book How Democracies Die.

Wednesday, March 7, 2018

Escape In Time

I generally love books about the Holocaust, and Escape in Time: A novel based on the true story of how a Jewish family in Hungary survived the Holocaust is no exception. It's a bit different from the others in that the main characters, by staying astray of the law, managed to avoid concentration camps by blending in with their Christian persecutors.

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