Fun Fund: Q1 2022

Q1 2022 Update

This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the first quarter of 2022 and share some thoughts on a few positions.

As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.

Read on

Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”

Stream of Consciousness # 1 – Nomad Letters: Sharing Benefits and Some Potential Examples

Welcome back! I am going to try out a new “series” of posts where I just convey sort of an unformatted “stream of consciousness” about what I’m reading, listening to, or thinking. These posts can hopefully serve as sort of notes or observations for future discussion or reference.

I will stick these on a separate page for ease reference. With this format I won’t feel like I have to try and organize and polish, which can be kind of a drag when your day job is mostly drafting various sorts of formal documents

Commence Stream

Fun Fund: Q4 2021

Update on the fun fund investing account for the fourth quarter and full year 2021

This post is about my “Fun Fund.” I am going to discuss the performance of this actively managed investment account in the fourth quarter of 2021 (and for the whole year) and share some thoughts on a few positions.

As a reminder, most of the prior posts about this account (which is really just a small Roth IRA that I am tracking more closely than my other investments) are located on this page.

On Brave Reader