Tag: video

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…”

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”