Thursday, September 28, 2017
Alliance Aviates Well
Just seven months ago, I opined on Alliance Aviation as a potential value play. Today the price sits more than 50% higher. I can't explain the dramatic price rise. The price was just plain silly back then,
and serves as a reminder of just how weak the Efficient Market Hypothesis really is.
Tuesday, September 19, 2017
American Kingpin
American Kingpin: The Epic Hunt for the Criminal Mastermind Behind the Silk Road
should have been a boring book: A naive, nerdy guy starts a website that sells illegal goods, and the authorities seek him out and put him in jail. But it was one of the best books I've read in a long time.
Thursday, September 14, 2017
The ISIS Apocalpyse
I've gone from trying to understand one group of extremists to another, in The ISIS Apocalypse: The History, Strategy, and Doomsday Vision of the Islamic State
. But this group is just as hard to understand.
Friday, September 8, 2017
Gone With The Wind
I've known nothing about "America's second favourite book" Gone with the Wind
for most of my life, other than that it was some sort of chick lit. Now having read the book, I can attest that it is indeed chick lit, but it's also so much more.
Tuesday, September 5, 2017
Hibbett Sports
Hibbett Sports (HIBB) sells footwear, sports equipment and apparel, among other things. The entire industry has gotten crushed lately - there is blood in the streets. HIBB is down almost 70% in the last year alone. Competitors like Dicks and Foot Locker are also getting crushed.
Friday, August 25, 2017
Disrupted
Tech unicorns that can't turn a profit are everywhere you look, getting substantial valuations by both market and venture capital investors. Dan Lyons is a fifty-something laid-off reporter that went to work at one of these wonder-companies in the hopes of cashing in like so many have done.
Things did not go as planned. In Disrupted: My Misadventure in the Start-Up Bubble
, he tells the tale.
Wednesday, August 16, 2017
When The Moon Is Low
A typical Afghan family lives a typical Afghan life, until the Taliban rise to power. Immediately, life changes. Girls must be pulled out of schools, women must be accompanied on the street, and everyone must watch what they say...or else. When the Moon Is Low: A Novel
is the story of one devastated family's quest for a better life, which takes them through various countries so that they may reach England and request asylum.
Subscribe to:
Posts (Atom)