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.

Friday, October 12, 2018

The Laws of Medicine

Medicine is a lot further from being a "science" than most people think. Physics has certain laws wherein things can be predicted given a number of factors. The state of the art of medicine is nothing like that. What works for some doesn't work for others, and in most cases nobody knows why. In The Laws of Medicine: Field Notes from an Uncertain Science, surgeon Sid Mukherjee makes an argument for some very general laws that, once understood, can go along away towards improving our health processes.

Friday, October 5, 2018

Karsan Value Funds: 2018 Q3 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, October 4, 2018

The Foundation Trilogy

I've heard such good things about Isaac Asimov that I had to try one of his books, or in this case three of them. THE FOUNDATION TRILOGY: Foundation; Foundation and Empire; Second Foundation is sci-fi fiction, which is not my usual category, but not totally unknown to me either, especially on the heels of the fantastic Ready Player One.