Tag: agency costs

Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”

Fun Fund: Q4 2021

Update on the fun fund investing account for the fourth quarter and full year 2021

This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the fourth quarter of 2021 (and for the whole year) and share some thoughts on a few positions.

As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.

On Brave Reader

Bill 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”

Good Things…

This is another in my series of media curation posts.  Hopefully you are enjoying these podcasts and other finance-related content.  This week, I have another new podcast and we venture back into the world of REITs and real estate. Continue reading “Good Things…”