Thursday, September 15, 2022

The Last Neanderthal

It's believed that humans once shared the world with Neanderthals. But our evolutionary cousins eventually died out, but not before leaving their marks in our gene pool. Why or how did they die? Nobody knows for sure, but using archeological findings there are a number of theories.The Last Neanderthal is a novel that offers one such interpretation.

Thursday, September 8, 2022

Say Nothing

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 other evidence from that period has now come out. What happened behind the scenes is fascinating, as told in the fantastic book, Say Nothing.

Tuesday, August 16, 2022

Down the HALL

Some of my best investments have happened when a temporary shock to earnings causes a company's stock price to get smoked, providing a good opportunity to buy. If leverage is low, the company usually has time to root out or mitigate the problem, and so the patient investor is rewarded for waiting for things to get back to normal.

Monday, August 15, 2022

Rayonier Advanced Is Far Too Cheap

For a market leader, Rayonier (NYSE:RYAM) trades at a surprisingly huge discount to tangible book value. While the share price closed at $5.36 on Friday, the company's tangible book value was $11.86 as per the company's latest quarterly report. Read more...

Friday, August 12, 2022

The Lincoln Highway

The author of A Gentleman in Moscow has written another terrific novel, this time set around 1950 in the USA: The Lincoln Highway

Thursday, August 4, 2022

Why We're Polarized

Author Ezra Klein spends the first half of Why We're Polarized making a good case that America's two parties have become more polarized. The main change happened in the 1960s. Whereas prior to this point, there was a lot of diversity of opinion on several issues across party lines, since then each party has become more fixed and more polar across a range of issues, and more worriedly, "identities".

Friday, July 22, 2022

Don't Trust Your Gut

We make a bunch of intuitive decisions throughout the course of our lives. We might make better decisions if we didn't only have to rely on our intuition. In Don't Trust Your Gut, author Seth Stephens delves into some massive data collections in order to provide some statistical base rates that can improve our decision-making.