Tuesday, February 26, 2019

Mastering the Market Cycle

I did not want to read Mastering the Market Cycle, but it seems to be so widely read in value investing circles that I felt like I had to. Despite my low expectations, I was still disappointed by the book.

Tuesday, February 19, 2019

Friday, February 8, 2019

All Quiet on the Western Front

All Quiet on the Western Front is the story of World War I as seen by a teen aged German tasked with manning the front. It is a powerful story, written by a guy who served on the front lines. The Nazis banned and burned his books.

Tuesday, February 5, 2019

The Rebel Allocator

I can't think of a single novel on the topic of value investing...until now. A Google search for "value investing novels" provides a comprehensive list of value investing books that are decidedly *not* novels. The closest thing I can think of is an obscure book a publisher once sent me about buying low and selling high in the shipping industry (creatively named "The Shipping Man"). So in The Rebel Allocator, Jacob Taylor is breaking new ground.

Monday, February 4, 2019

You Down With RFP?

A cyclical stock I have started to buy is Resolute Forest Products. They make many kinds of wood products including lumber, tissue and newsprint.

Friday, February 1, 2019

Billion Dollar Whale

Con men are all over the place. Often, they only get so far before they are discovered. But under the right (wrong?) set of circumstances, they can unleash a financial fury. Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World is the story of one such man, who bilked entire countries, top brokers, and investors for billions of dollars.