Tuesday, December 4, 2018

Hidden Colours

I plan to read more novels. I used to think they were a waste of time, but I've changed my mind about that. I now believe I can learn as much or more from a novel than I can from a non-fiction book. One such example is Hidden Colours by Nillu Nasser.

Monday, November 19, 2018

The Scarlet Pimpernel

I wish I knew more about the French Revolution. This 100 year old plus novel, The Scarlet Pimpernel, put me there. The crowds have gone mad; their only satiety is the blood of aristocrats or those suspected of coming to their aid.

Friday, November 9, 2018

EURN or You're Out

I think Paddy Rodgers is doing a tremendous job running crude oil shipper Euronav, but I've decided to sell my shares.

Wednesday, November 7, 2018

World After Capital

In World After Capital, Albert Wenger argues that capital is no longer scarce. We have all the capital we need to meet our "needs", and so our society should be restructured to instead maximize what's scarce. What does he deem scarce? Attention.

Sunday, November 4, 2018

The New Home Company

Beazer is not the only home builder I like right now. The New Home Company is also a profitable home builder that I think trades at a big discount to its intrinsic value. I bought it last week on some extreme volatility as the markets tanked.

Saturday, October 27, 2018

The Billionaire Raj

India is the largest democracy in the world, but its institutions have not met the standards necessary to propel the country into the group of "developed" countries. Perhaps that's an unfair ask, however, as the country is a relatively young one, having come out from under British rule only after World War II. In The Billionaire Raj: A Journey Through India's New Gilded Age, James Crabtree compares India today to the United States during the era of the robber barons.

Wednesday, October 24, 2018

Beazer, Again

I appear to have an on-again off-again relationship with Beazer Homes because it's price is so darn volatile. As previously discussed, I've bought and sold this one in the past. Now that the price has tanked once more (its down about 60% over the last year), I'm back in.

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