Category: Investing

Berkshire Annual Meeting – Musk Nervous Breakdown Edition

The Berkshire Annual Meeting was on Cinco de Mayo.  If you were too busy with Margaritas and/or Mint Juleps, you can watch the recording here.  Yahoo will also slice and dice it into audio only podcasts here (it is also available through other apps and has 2017 up right now).

I’m sure the meeting will be more ably dissected elsewhere.   I did, however, want to quickly make a few observations and stick a pin in a company/industry to look at more closely in the future.

Continue reading “Berkshire Annual Meeting – Musk Nervous Breakdown Edition”

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, salvation of the human race, the planet, 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”

Mr. Greenblatt Comes to Town

Joel Greenblatt is one of my favorite investors to follow.  He recently did a couple of interviews which provided an interesting contrast.  In one interview, he threw some shade on the “value factor” in the other interview he recommended a value factor fund as a good investment for retail investors to hold over the long run. Continue reading “Mr. Greenblatt Comes to Town”

Conagra and Pinnacle Foods

I have discussed my (modest) investment in Conagra Brands (“CAG”) before on this blog. See Investing Diary: CAG and Conagra Brands Update.  This week Jana Partners filed a 13D announcing that they are holders of just under 10% of Pinnacle Foods (“PF”) stock and, essentially, that they are going to be active in promoting a sale of the company. Continue reading “Conagra and Pinnacle Foods”

Podcast(s) of the Week

It is time for another podcast of the week.   I took the punishment of listening to lots of mediocre (and some great) pods for you and will now flag one (or a few) for your listening pleasure. Continue reading “Podcast(s) of the Week”

Foreign Value Factor ETFs Update

Back on November 24, 2017, I published a post entitled Best Foreign Value Factor ETFs. In that post, I looked at several options and attempted to compare and contrast them on the road to picking one for purchase.  Since we just finished up the first quarter of 2018, I though I would take a look at the performance of these options since the prior post. Continue reading “Foreign Value Factor ETFs Update”

Bed, Bath & an Abomination?

Bed, Bath & Beyond (“BBBY”) reported earnings on Thursday this past week.  While they “beat consensus estimates” the stock was down around 20% on the day.  More interesting to me is that retail REITs were down around 2% on the day based on the BBBY news.  I am going to take a quick look at BBBY the earnings report (and conference call).  Perhaps more interestingly, we will look at which of the landlords we previously examined has the most BBBY exposure. Continue reading “Bed, Bath & an Abomination?”