Thursday, June 23, 2022

The Break

The cycle of poverty, crime and tragedy that haunts many Indegenous families is something of which I understand very little. The Break tells the story of one such family as its members struggle to survive in a society that doesn't offer them much.

Friday, June 17, 2022

Back to the Well with Beazer

I've lost count of the number of times I've bought Beazer Homes (BZH) over the years. Whenever the market gets spooked, this name takes an absolute pounding. This time is no different, as shares of BZH are down some 60% from their highs last year. The company now trades for a 60% discount to book value, most of which is land and newly built homes!

Tuesday, June 14, 2022

Death On The Nile

This Agatha Christie classic was made into a movie not once, but twice! The latest Death On The Nile movie came out just this year.

Wednesday, June 1, 2022

Smoke and Ashes

This is the third book I've read from Abir Mukherjee because I enjoyed the first two so much. This one is probably the best so far

Thursday, May 26, 2022

Smith & Wesson

Shares are down 60% from their highs. Considering the company's net cash position and consistent profitability, this is far too low. Enterprise Value to normalized estimated free cash flow is now under 8. Read more...

Tuesday, May 17, 2022

Confessions of a Wall Street Insider

Michael Kimmelman was charged with insider trading as part of the US government's investigation into Raj Rajaratnam. But the evidence against him was much flimsier than that against the other guys who were charged. Kimmelman claims to be innocent, wrongly included as a conspirator because he misjudged his business partners. In Confessions of a Wall Street Insider, he tells his story.

Wednesday, May 4, 2022

A Rising Man

A Rising Man is the second novel by Abir Mukherjee that I've read, and I did so because the first one was so good. This one didn't disappoint either, with a fantastic story set in 1919 in India during the British Raj.