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.

Nudge

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.

The Evolution of Everything

Thanks to blog reader Juan's recommendation, I recently read The The Evolution of Everything and was not disappointed.

Exciting Times At Bracell

I wrote about Bracell 10 months ago as a potential value stock. What interested me was the oligopolistic industry in which Bracell was the low-cost operator. Temporary conditions of oversupply (which can last years) meant that Mr. Market had no interest in this company, which is where I like to come in.

Data Group Developments

There have been some interesting developments in the situation at Data Group (DGI) since I last wrote about them just 10 days ago!

Candide

Philosophy is well outside my circle of competence, and yet I still enjoyed the English translation of Volatire's Candide. It's a satirical novel that ridicules what appears to be the prevalent thought of Voltaire's time: that whatever happens, no matter how horrible, it is for the best.

The Wright Brothers

For ages, mankind tried to conquer the sky. Many had given up hope that it could ever be done. Few would have expected the breakthroughs to come from a pair of brothers from Dayton, Ohio. The Wright Brothers tells the unlikely story of the men who created air travel.