Wednesday, October 9, 2024

Deep Nutrition

My dive into the world of health and nutrition continues as I recently read Deep Nutrition by Catherine Shanahan, MD. The book covers a lot of topics about nutrition, ranging broadly from our evolutionary history to the nitty gritty of how to make a healthy salad dressing.

Friday, October 4, 2024

Karsan Value Funds: 2024 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.

Friday, August 30, 2024

Little 5 Sporting Goods

Big Five Sporting Goods is no longer worthy of its name, its stock price having been harpooned more than 95% from its 2021 high. The sporting goods retailer of 425 stores trades for just $40 million, or about $94,000 per store. But the company's inventory averages $680,000 per store, so this is worth a closer look!

Friday, July 26, 2024

VOXX Unpopular

Audiovoxx (VOXX) is a cyclical manufacturer of automotive and consumer electronics. The auto industry is going through a downturn at the moment, so Audiovoxx has been losing money and sitting on high inventory levels. But the stock has fallen almost 90% from its 2021 high, which may be on the excessive side, resulting in a potential opportunity.

Friday, July 5, 2024

Karsan Value Funds: 2024 Q2 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.

Friday, May 10, 2024

Troubled

The people I grew up with and the people I know were generally from two-parent homes where the parents were generally the biological parents. So it was with a lot of fascination that I read Rob Henderson's book Troubled, which was a look inside the lives of his childhood network, where most kids were from single-families or foster care.

Wednesday, May 1, 2024

What I Learned About Investing From Darwin

What I Learned About Investing from Darwin is a terrific book that made me think deeply about my portfolio, particularly when it comes to selling.

Thursday, April 25, 2024

Statin therapy is not warranted for a person with high LDL-cholesterol on a low-carbohydrate diet

I found a 2022 paper which is oddly extremely specific to my situation, titled "Statin therapy is not warranted for a person with high LDL-cholesterol on a low-carbohydrate diet". It's not only recent, but it's very comprehensive, discussing a range of topics with a ton of references that I'm still going through.

Thursday, April 11, 2024

"Proof" That Lower LDL is Better

At my request, my cardiologist sent me some information about why I should be scared about my high LDL levels. I covered one such item he sent me in a previous post, and in this one I'm going to cover another: an editorial in the New England Journal of Medicine titled Proof That Lower Is Better--LDL Cholesterol and IMPROVE-IT

Wednesday, April 10, 2024

Alloy Steel Court Settlement

When Alloy Steel's majority owner decided to take the company private at $2.55 per share, I was not pleased and suspected a lot of wrongdoing. So, we sued them. Three years later, we've come to a settlement that was approved by the court.

Friday, April 5, 2024

The Great Cholesterol Myth

Everybody knows high cholesterol is bad for you, right? Wrong. The authors of this book argue that most doctors/cardiologists have this wrong.

Karsan Value Funds: 2024 Q1 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.

Wednesday, April 3, 2024

LDL vs Heart-Attack Risk

I feel great, I work out almost every day, and my biomarkers are all in terrific shape, except for one: the amount of LDL in my bloodstream. My doctor is so concerned that he wanted to put me on statins (a class of drug) and refer me to a cardiologist right away. I wanted to do some research before going on any pharmaceuticals, but I did proceed to meet with the cardiologist who did further testing (ECG, physical checks for cholesterol near elbows and achilles, blood pressure check) but nevertheless echoed my family doctor that I should go on statins right away. So I've been digging into the research to figure out if this is what I should be doing.

Thursday, March 7, 2024

Maus

Hearing statistics of what happened during a genocide doesn't tug on our emotional heartstrings quite like an individual's story does. Maus is one Holocaust survivor's extraordinary tale.

Tuesday, March 5, 2024

The Psychology of Money

I've read and agreed with a lot of stuff from Morgan Housel over the years, so I already knew I'd agree with most of what he says in The Psychology of Money. The book discusses a number of factors that individuals should consider as they think about how they save and grow their savings.

Wednesday, January 10, 2024

How I Won A Nobel Prize

A group of people who have been canceled by the woke mob relocate to a closed society that does not subscribe to the woke mentality. This is the situation in the novel "How I Won a Nobel Prize". I thought this premise was fantastic, but I was disappointed in the author's execution of said premise.

Wednesday, January 3, 2024

Karsan Value Funds: 2023 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.