Sunday, January 31, 2021

The Moral Case for Fossil Fuels

Alex Epstein goes against the grain in his book The Moral Case for Fossil Fuels. He makes a case that we should be using more, not less, fossil fuels, and at the risk of turning you off, dear reader, I dare say he made some good arguments.

Wednesday, January 27, 2021

Manning & Napier: Ultra-Cheap With Lots Of Cash, But Shrinking

Manning & Napier (MN) owns 88.2% of an asset manager with a similar name. This fully-consolidated subsidiary offers wealth-management services along with mutual funds and other similar products to its customers. Read more...

Saturday, January 23, 2021

Bonfire of the Vanities

In early 1980's New York, a few characters try to improve their lots in life. All are selfish and flawed; in other words, they are human. How something will make one look is what guides behaviour, rather than what is right. This is the closest to describing real life that I've ever seen in a book: Tom Wolfe's The Bonfire of the Vanities

Monday, January 11, 2021

Build Wealth with Common Stocks

David Waldron is a writer and investor who has managed to beat the market over a long period. In Build Wealth with Common Stocks, he shares his strategy with retail investors, allowing them to replicate his returns.

Friday, January 8, 2021

Karsan Value Funds: 2020 Q4 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.