Monday, July 25, 2016

Capital Returns

Despite a title better suited to a superhero sequel movie, Capital Returns made a big splash on my Twitter feed, so it became a must read for me.

Saturday, July 16, 2016

Thursday, July 14, 2016

Search OTC Filings in Real-Time

I've been using a tool I've built to search out key words in OTC filings that are news releases, and I've now finally gotten around to sharing it with all of you. You create the phrases you want to see in an OTC release (e.g. "shares are undervalued", "sales will increase" etc.) and if a a new release contains a phrase you created, you'll get an instant notification.

Wednesday, July 13, 2016

Vertu Motors

I recently purchased shares in a UK company called Vertu Motors (VTU). I have followed the company for a few years, but only after Brexit did it hit a price that had the margin of safety I was looking for.

Thursday, July 7, 2016

Karsan Value Funds: 2016 Q2 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.

Tuesday, July 5, 2016


Thanks to decades of research in human behaviour, we know we are systematically biased in manners that are often quite predictable. In Nudge: Improving Decisions About Health, Wealth, and Happiness, the authors apply these learnings to real-life situations in order to improve outcomes.