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.

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