"The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our own." – Warren Buffett
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 ReaderIt is time for another update to my monthly personal finance journal. The stock market continued to rally strongly in August. While my portfolio did not keep up with the stock market, my balances continued (modestly) to increase.
Read AlongAs I recently shared, I sold my Brixmor (BRIX) position. In this post, I am going to discuss what I am doing with some of the proceeds.
Continue reading “I Hit the BRIX. Now What?”I apologize for going a couple of weeks without posting (hopefully, you noticed). I was traveling for work and well…playing Grand Theft Auto V. I was just doing market research on this e-sports thing. I promise. Continue reading “More Media – Breaking the Seal”
This week I am highlighting an interview and a related book for you. I wanted to go ahead and get it out since it is almost 5:00 p.m. on Friday afternoon and I was afraid someone might read this post if I published at any other time. Continue reading “Weekly Media Pin – Double Entendre Edition”
In case you were too busy “Netflix and chilling” to notice, Netflix’s (“NFLX”) market cap is essentially equal (Barron’s $) to that of Disney (“DIS”). NFLX is spending about $3.1 billion more dollars per year than it is able to bring in (“burn”). DIS is gushing about $10 billion net cash per annum after all of its investments and all of the money that Scrooge McDuck uses to wipe his tail feathers. I have seen stranger things…but probably not since the year 2000. Continue reading “Netflix, Disney, and Even Stranger Things”
