"The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our own." – Warren Buffett
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 ReaderIt is time for my monthly personal finance and investing journal update. Let us examine the State of my Stash…
Continue reading “State of the Stash – February 2021”It is time for my monthly personal finance and investing journal update. Let us examine the State of my Stash…
Continue reading “State of the Stash – January 2021”Earlier today, YouTube served me a video of an interesting presentation by Greg Warren, the Morningstar analyst who covers Berkshire Hathaway (“BRK”). Greg said something that I had been thinking about and inspired me to get my thoughts down. So, rather than write about any of the topics I had planned, I am going to share a few thoughts on Berkshire Hathaway’s cash horde and Greg Warren’s: Five Reasons to Consider Buying Berkshire Hathaway.
I am going to discuss the Conagra Brands (“CAG”) recent (03/22/18) earnings report. The goal is to force myself to go through the report with a little bit of rigor and to document my assessment of facts (and how they impact my thesis) for future evaluation. Continue reading “Conagra Brands Update”