It is time, yet again, for the monthly airing of my private financial laundry. June was all about rally mode!
Continue reading “State of the Stash – June”State of the Stash – May
It is time, yet again, for the monthly airing of my private financial laundry. May was all about Mr. Market opening a “can of whoop-ass” on my portfolio.
Continue reading “State of the Stash – May”Avon Gets a Brazilian
This will be a quick portfolio update/investing log post updating my thoughts on my Avon position given last week’s announcement that Natura & Co. will acquire Avon.
click here if you careIs 2019 Berkshire Too Big to Win?
I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.
Read OnState of the Stash – April
It is time, yet again, for the monthly airing of my private financial laundry. Mostly thanks to Mr. Market, I enjoyed a pretty nice increase this month.
OnwardMy Savings Rate
The savings rate is a topic of much angst and consternation in the financial independence community. I have intended for some time to share my savings rate and periodically track/update it on this site. So, let’s do that. I also have some thoughts on the most sensible way to handle some of the more controversial aspects of computing the savings rate.
Read OnBill Miller Explains Why I Own Coty and Avon
I own Coty (“COTY”) and Avon (“AVP”). In the interest of transparency, please note that I am currently long and quite wrong on both.
I have posted about Coty before. I have been planning to post a brief thesis summary and update to document my thought process (or lack thereof). Then, a few weeks ago, I came across a video of a very famous (and very articulate) professional investor essentially summarizing my thoughts on these two positions for me. Continue reading “Bill Miller Explains Why I Own Coty and Avon”
State of the Stash – March 2019
It is time, yet again, for the monthly airing of my private financial laundry. I hope that this journal of savings will provide us all enhanced motivation to save. It will also serve as a record, so that I can look back and analyze to see where I can improve. Continue reading “State of the Stash – March 2019”
State of the Stash – February 2019
It is time, yet again, for the monthly airing of my private financial laundry. My goal is that by maintaining a journal of my savings, I will provide enhanced motivation to save. It will also serve as a record, so that I can look back and analyze. Continue reading “State of the Stash – February 2019”
The State of the Stash – January 2019
It is time, yet again, for the monthly airing of my private financial laundry (I am actually a few weeks late on this one). My hope is that maintaining a journal of my savings will help provide additional motivation to save and allow me to spot trends. It will also serve as a record, so that I can look back and analyze. Continue reading “The State of the Stash – January 2019”