Wednesday, May 31, 2023
What's Gotten Into You
Our bodies contain some 60 elements (oxygen, carbon, hydrogen, magnesium etc). How were these elements made? Where did they all come from? How did they get into us? Dan Levitt takes us through the estimated history in his masterful book, What's Gotten Into You
Thursday, May 11, 2023
Wednesday, May 3, 2023
Thursday, April 6, 2023
Karsan Value Funds: 2023 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, March 22, 2023
Quit
Everybody knows we're supposed to persevere when things aren't going our way. "If you're going through hell, keep going," says Winston Churchill. That attitude can help when you really need to get something done. But applied in the wrong context, it can cost us a lot too. In Quit, Annie Duke argues that we overvalue things like grit, and as a result don't walk away enough.
Thursday, March 16, 2023
No One Wins Alone
I really enjoyed Mark Messier's book No One Wins Alone. As a fan of the Edmonton Oilers growing up, the book brought back a lot of memories, and provided a view of what it was like on the inside.
Thursday, March 9, 2023
Hammond Power
I recently sold all my shares of Hammon Power (HPS.A). I have no beef with the company: it has done extraordinarily well. It's simply a case of price catching up with value.
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