Barel Karsan - Value Investing


Friday, October 28, 2022

Corruptible

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We wonder why our leaders are often such terrible people. Everybody knows that "Power Corrupts", but there's much more to powe...
Friday, October 7, 2022

Karsan Value Funds: 2022 Q3 Results

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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 ...
Monday, October 3, 2022

Ways and Means

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The US Civil War was a big deal. The violence, the effect on families, and the eventual emancipation of the slaves are the oft-discussed the...
Thursday, September 15, 2022

The Last Neanderthal

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It's believed that humans once shared the world with Neanderthals. But our evolutionary cousins eventually died out, but not before leav...
Thursday, September 8, 2022

Say Nothing

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The IRA was big news for a number of decades, and then it just kind of disappeared from the public eye as peace took hold. Documents and oth...
Tuesday, August 16, 2022

Down the HALL

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Some of my best investments have happened when a temporary shock to earnings causes a company's stock price to get smoked, providing a g...
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Monday, August 15, 2022

Rayonier Advanced Is Far Too Cheap

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For a market leader, Rayonier (NYSE:RYAM) trades at a surprisingly huge discount to tangible book value. While the share price closed at $5....
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