Category: Investing

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”

Gone to Cash…

The equity markets have been more turbulent of late.  As I type, most markets outside the U.S. are around 20% off their highs and the U.S. markets are in a ~10% drawdown.  Today, the NASDAQ is off more than 3%, apparently based on earnings reports from Amazon and Alphabet which were not well received.  I am dropping a quick note during this market turbulence to update on a “tactical” move I made in one of my accounts.  I went to cash… Continue reading “Gone to Cash…”

Einhorn Versus Buffett: a Great and the GOAT on AAPL

David Einhorn recently issued his investor letter for the third quarter, generating media reports concerning the contents.  He reportedly compared Tesla to Lehman Brothers (I recently discussed Tesla here).   He also went on to discuss his decision to liquidate his Apple (“AAPL”) position.  See CNBC story reporting on letter.

Einhorn’s stated reasons for this move, the process and circumstances surrounding this action, as contrasted with those of Buffett’s AAPL investment, led to a couple of observations. Continue reading “Einhorn Versus Buffett: a Great and the GOAT on AAPL”

Reading, Watching, Listening, and Learning: Elon Musk and Bruce Flatt

I have decided to modify the Podcast/Media curation series of posts to focus on resources and media that I want to catalogue here to assemble for our future reference.  I am creating a separate post category for these “Reading, Watching, Listening, and Learning” posts.  Over time, I will pull in my prior posts on podcasts, presentations, articles, and books to help us quickly find the post/links.  This time, I’m going to share a couple of videos and related thoughts, concerning Elon Musk and Bruce Flatt. Continue reading “Reading, Watching, Listening, and Learning: Elon Musk and Bruce Flatt”

A Curious New Pod

A week screamed by and I did not get to post.  If you were bothered by this…great!  Also, I apologize.  I have a young kid, a career, and a dog (two, actually) that is literally hitting my leg with his stuffed chicken toy, insisting that I play with him, as I type this.  In between diapers and toy tosses, however, I was able to get through some pods.  Continue reading “A Curious New Pod”

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…”

Media Curation – Baby Buffett Book

I have been reading, watching, and listening to a fair amount of finance media lately. But for this post we’re going to go back in time a bit, because I want to make sure this one did not escape our attention.  It is also topical for an investment I am currently pondering. Continue reading “Media Curation – Baby Buffett Book”

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”