Friday, October 23, 2020

Off The RAILs

Shares of railcar maker FreightCar America have almost tripled from their market-panic lows of March, but they still represent a big loss for me, as I purchased the shares in 2018 when they were much higher. This past week, I crystalized that loss, as the company's prospects have become much more difficult to evaluate, for me anyway.

Wednesday, October 21, 2020

The Art of the Good Life

I thought The Art of the Good Life: Shortcuts to Happiness, Wealth, and Success would promote three or four important principles, and spend the book elaborating on how to get the most out of them. Instead, I was disappointed to see it instead contained a list of 52(!) items that one should abide by in order to live a good life.

Tuesday, October 13, 2020

Tripping Over The Truth

The war against cancer has not gone well. A great deal of resources has gone into fighting this massive killer, but the casualty count continues to rise. In the fascinating book Tripping over the Truth, author Travis Chistofferson discusses how we have probably poured a ton of money down the drain chasing down a flawed theory. There is a better hypothesis about what causes cancer, and it is leading to more effective treatments and even cures.

Tuesday, October 6, 2020

The Power of Habit

"The Chains of Habit Are Too Light To Be Felt Until They Are Too Heavy To Be Broken," is one of my favourite sayings. Habits have a way of controlling us, and so the more we know about them, the more we can help ourselves. The Power of Habit: Why We Do What We Do in Life and Business is all about this topic.


I just love steady businesses with volatile stock prices. Beazer Homes is a stock I've bought and sold a number of times over the years. Now that the pandemic has brought home builders back into favour, I've sold my shares.

Friday, October 2, 2020

Karsan Value Funds: 2020 Q3 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.