I’m just saying…

So, posting lately has been challenging as I have a new little one.  I keep reading how writing regularly is essential to improving.  I write frequently for my profession, however, drafting documents and memoranda aren’t really the same as putting together interesting blog posts.  In order to try and write more regularly and hopefully churn out some decent content on this site (and create a diary of my own thoughts), I am going to start writing “I’m just saying” posts on like a weekly basis.  For this one, I thought I would quickly run down an investment and briefly state why I am long.   Continue reading “I’m just saying…”

WETF Update: Winter (Vanguard) is Coming!

Just a quick post to record my thoughts for future evaluation.  I purchased WisdomTree (WETF) earlier this year for ~$9 per share.  I am going to sell 2/3 of the position @ ~$12 and just let the 33% profit run (in a tax deferred account, or I would not bother).  The basic evaluation when I bought was that I liked the business, insiders/founders are in control (reducing principal-agent conflicts), and it was trading with an enterprise value of around 2% of AUM.   Continue reading “WETF Update: Winter (Vanguard) is Coming!”