Weekly Media Pin – Double Entendre Edition

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”

Investing Diary: Macro Trippin’

A little trade war angst has spiced things up a bit in the markets lately.  So…I bought some stuff.  Also, Barron’s had a negative Berkshire article suggesting some dramatic changes for Buffett, complete with recommendations about how to deal with his “cash problem.” Continue reading “Investing Diary: Macro Trippin’”

Media Pin of the Week – More GMO

In this week’s finance media curation post, I am flagging another episode of a podcast we have explored before.  The guest should also be familiar to most of you.  I also indulge in a bit of “macro trippin.”   Continue reading “Media Pin of the Week – More GMO”

Weekly Media Pin – Grantham on Graham

Time for the weekly finance media pin.  Sorry that I have not been active posting lately, but I told you I might be falling into the web of WEB, and I have done just that.  But I’ve also been consuming podcasts, videos, newspaper articles, and other finance related media. Continue reading “Weekly Media Pin – Grantham on Graham”

Resource Roundup: CNBC Buffett Archive

I might be going dark for a while as I fall into the rabbit hole of the CNBC Buffett Archive.  Before I disappear into the nebula of Berkshire Hathaway enlightenment, I wanted to flag it for your attention as it is really a neat resource. Continue reading “Resource Roundup: CNBC Buffett Archive”

Merger Monday Comes to my Portfolio

Turned on Bloomberg radio this morning to some decent news.  Gramercy Property Trust (“GPT”) caught a takeover bid from BlackRock at $27.50 per unit.  As I mentioned before, I recently took a position in GPT.  Also, there was a development late last week that might have yielded some additional “tea leaves” concerning Conagra (“CAG”) and Pinnacle Foods (“PF”). Continue reading “Merger Monday Comes to my Portfolio”

Pod-tastic!

You knew that title was coming, didn’t you?  It’s time for me to highlight another interesting podcast.  [I wanted to get this out, so I can follow my usual tradition of posting at around 5:00 p.m. on Friday night.  That’s a good technique, right?]

The Berkshire Hathaway Annual meeting is this weekend (if you’re unable to attend, Yahoo Finance will be streaming the festivities).  So I thought we would look at some interviews related to the author of a book being featured in the Bookworm this year. Continue reading “Pod-tastic!”

The Telsa Tithe

Brothers and sisters, residents of the planet Earth, I come before you today with a convenient rationalization for something you already want to do.  I come to propose to you a way for you to give capital to Elon Musk to fuel his fires of innovation and salvation of the planet and the species, and yes…to build and sell cool shit. Continue reading “The Telsa Tithe”

Netflix, Disney, and Even Stranger Things

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”