Friday, December 14, 2018
You've Got RAIL
One of my favourite types of purchases is a stock that I've already owned and sold for a profit. A lot of brain damage is saved from the fact that I already know the company. This is the case with FreightCar America (RAIL), shares of which I have previously purchased and sold as discussed here and here.
Wednesday, December 12, 2018
Spy The Lie
Wouldn't it be nice to know if someone was being dishonest with you? In Spy the Lie
, former CIA officers teach you how to detect deception.
Tuesday, December 4, 2018
Hidden Colours
I plan to read more novels. I used to think they were a waste of time, but I've changed my mind about that. I now believe I can learn as much or more from a novel than I can from a non-fiction book. One such example is Hidden Colours
by Nillu Nasser.
Monday, November 19, 2018
The Scarlet Pimpernel
I wish I knew more about the French Revolution. This 100 year old plus novel, The Scarlet Pimpernel
, put me there. The crowds have gone mad; their only satiety is the blood of aristocrats or those suspected of coming to their aid.
Friday, November 9, 2018
EURN or You're Out
I think Paddy Rodgers is doing a tremendous job running crude oil shipper Euronav, but I've decided to sell my shares.
Wednesday, November 7, 2018
World After Capital
In World After Capital, Albert Wenger argues that capital is no longer scarce. We have all the capital we need to meet our "needs", and so our society should be restructured to instead maximize what's scarce. What does he deem scarce? Attention.
Sunday, November 4, 2018
The New Home Company
Beazer is not the only home builder I like right now. The New Home Company is also a profitable home builder that I think trades at a big discount to its intrinsic value. I bought it last week on some extreme volatility as the markets tanked.
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