Wednesday, January 31, 2018


Ray Dalio's firm Bridgewater manages more than $160 billion of assets. In his book, Principles: Life and Work, he offers some suggestions to the reader who seeks to improve his lot in life.

Friday, January 26, 2018

Interserve Me Up Some Value

Interserve is a UK services and construction company that I have been following for some time. The price has taken a big hit recently, and therefore become a lot more interesting.

Thursday, January 25, 2018

Ghost in the Wires

Kevin Mitnick was once the world's most famous hacker. But his deeds got him into trouble with the law, causing him to constantly change identities to stay on the run. In his book Ghost in the Wires: My Adventures as the World's Most Wanted Hacker he tells us how he did it.

Saturday, January 20, 2018

Fortune's Children

Cornelius Vanderbilt was once the richest man in America. Yet none of his descendents just three generations below him could count themselves as millionaires! How did this happen? Fortune's Children: The Fall of the House of Vanderbilt tells the tale.

Wednesday, January 17, 2018

Francesca's HODL'INGS

I can't help myself when it comes to train-wreck stocks. Francesca's has gotten smoked over pretty much any time period you can think of. It's down 78% from its IPO price many years ago, 79% from its price five years ago, 68% over the last year, and 41% over the last six months. It's safe to say that there are no momentum investors excited about this one.

Friday, January 12, 2018

Monday, January 8, 2018

Ready Player One

Ready Player One: A Novel is an absolute page-turner. I had a hard time putting it down, and I probably understood less than 10% of 1980s pop culture references on which the book is based.

Friday, January 5, 2018

Karsan Value Funds: 2017 Q4 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, January 3, 2018

Barbed Wire

A book about barbed wire sounds pretty boring, but it's not really about wire, but about people. People have sought to control their environments, and the invention and spread of barbed wire resulted in unmatched control over animals and other humans. Barbed Wire: An Ecology of Modernity is a history book about how people came to control environments they never could before.