It’s been quite a few weeks since my last post. I haven’t really changed my thoughts since then, but maybe the economic impact of this will have more than a blip on the long term charts after all. So far, the economy seems to be doing much worse (or will soon) than the stock market….
Tag: JPM
JPM 2018 Annual Report, Website etc.
JPM’s annual report is out, and maybe a good time for another post here. I know it’s been a few months. Honestly, I have been coasting recently on what’s been working and haven’t been digging around too much in the stock market. Most of my time recently has been spent on programming, having taken on…
JP Morgan 2016 Annual Report (JPM)
I haven’t posted much about JPM recently as it’s still basically the same story. Great CEO building an awesome company performing really well etc. After even a couple of posts, they are basically the same. But since I haven’t been too active here recently, I figured why not? Let’s take a look at this. There…
JPM Annual Report 2015
It’s been a while since I last posted. The only explanation, I suppose, is inertia. When you post a lot, you post a lot. When you don’t post for a while, then you stop posting. It’s true I started getting busy in September last year (kid/family stuff, mostly, so good stuff). And then you just…
JPM Annual Report 2014
The 2014 JPM annual report was finally released last week and it’s a great read as usual. Dimon takes his time to talk about the goods and the bads, industry trends, competitive threats and all kinds of things. It’s one of those letters (like Buffett’s) that you learn about all sorts of things reading…
JPM Investor Day 2015
I spent yesterday listening to the JPM investor day on their website (replay). They have a bunch of great slides so if you are interested in JPM at all, I would highly recommend at least flipping through them. There is a lot going on there that looks really interesting. Anyway, as usual, this is not…
Dimon is Right!!
Dimon sounded a bit frustrated on the 4Q 2014 conference call the other day and it is totally understandable. Yes, JPM and other banks made some mistakes, but it’s really strange how regulators are jumping on JPM. Just like they jumped on Goldman Sachs too, when they were one of the better operators (Fabulous Fab…
JPM Annual Report 2013
So the JPMorgan Chase (JPM) annual report is out. After the Berkshire Hathaway report, this is my favorite read of the year. I say “annual report”, but I actually just mean “letter to shareholders”. Anyway, here are some comments as usual. This is not meant to be a comprehensive summary or anything close to that;…
Buffett the Market Timer? Part 5: The Berkshire Years 2005-2013
OK, so here we go. Hopefully this will be the last part in this marathon series. BRK LTS 2005 So 2005 turns out to be an interesting year. After years of not doing much in the stock market, Buffett initiates positions in Anheuser-Busch, Walmart, and “substantially” increases his position in Wells Fargo. It’s been a…
JPM Investor Day 2014
So JPM had their marathon investor day the other day. The slides and presentation is available at the JPM investor relations website. It’s well worth a listen for anyone interested in banking. It might be torture for those who aren’t, though, because it’s long. But long is good. We want more information, right? People keep…