This is a ChatGPT-free Zone
Seriously, I am not stalking Lou Simpson at all (or at least any more than any other ‘great’ investor). But this sort of jumped out at me. It’s sort of old news as the 13-F’s came out in November. Sometimes, some investors just buy or own stuff that just resonates with me, like that time…
This is sort of just an administrative post: I added to the ‘pages’ section a winners and losers sort of the Superinvestor portfolios. This, I guess, is the companion to the Superinvestor screens. It’s just sorts the stocks in the portfolio by year-to-date returns. I’m guessing with all of the volatility in the markets these…
The alternative management companies have been getting crushed in the recent correction. A lot of these guys were trading ‘cheap’ to begin with so I was wondering if there was some opportunity here. I’ve talked about some of these in the past, but other than OAK, have not invested in any of them. That’s mostly…
So, it looks like Lou Simpson added a bunch of Charles Schwab (SCHW) to his portfolio, making it the top holding as of the end of June; he increased his position almost 50%. I am not stalking Simpson in particular, but I just happened to notice this and SCHW is a name that I am…
Bill Ackman apparently took a humongous position in MDLZ. The stock price popped up 5%-7% at first but went back to unchanged as the market tanked. And today, the stock is actually down a little. I guess it popped up on comments that Kraft-Heinz/3G would be interested in making a bid for MDLZ, and…
A lot of people are talking about how bad China is. It’s worse than the U.S. 2007, it’s worse than Greece, it’s worse than this or that. It seems like the big China bubble is blowing up. But so what, right? Who cares what happens over there. Yes, the prices got crazy, but as long…
This name has been mentioned on this blog a few times in the comments section, but I never wrote about it. It is well known in the value investing community and I said I’ll make a post about it in the near future so here it is. First of all, BAM is sort of an…
In my previous post, I put a link to stock screens of Superinvestor stock holdings. Initially, I just sloppily cut and paste out of a spreadsheet directly into the blogger and it was a mess. So I redid it all and embedded spreadsheets instead. It is now much easier to look through, and looks much…
So we have seen how the stock market is not really as bubbled up as it seems looking at it from 30,000 feet. What are we to do, though? What are we supposed to buy? Where are we to look? I mentioned that I would do a close-up look at the components of the…
So, (the sentence starts with “so” because this is a sort of ongoing discussion that’s been going on here for years) I’ve been thinking about the overall market again. Despite my telling people to ignore this and ignore that, I can’t help it; sometimes I think about this stuff. Well, it’s OK to think about…