Barel Karsan - Value Investing
Wednesday, April 23, 2025
Patriot
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Patriot is the memoir of Alex Navalny, the now-deceased opposition leader to Vladimir Putin. He dedicated his life to exposing corruption in...
Friday, April 4, 2025
Karsan Value Funds: 2025 Q1 Results
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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 ...
Wednesday, March 19, 2025
Everything is Predictable
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Tom Chivers' book Everything is Predictable is a fantastic dive into a formula known as Bayes' theorem. A book about a formula sound...
Friday, February 14, 2025
Trusting in Claros Mortgage
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Claros Mortgage Trust trades at an 80% discount to book value, despite a more measured decline in book value per share. The company's hi...
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Friday, January 17, 2025
Sachem Capital
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First mortgage real-estate lender Sachem Capital (SACH) has seen its shares annihilated as of late, having declined almost 80% from their 20...
Friday, January 3, 2025
Karsan Value Funds: 2024 Q4 Results
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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 ...
Thursday, January 2, 2025
On The Edge
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I'm an avid consumer of Nate Silver's work, so I was excited to read his new book On the Edge. It's a book about mastering risk,...
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