Tag: COTY

I Hit the BRIX. Now What?

As I recently shared, I sold my Brixmor (BRIX) position. In this post, I am going to discuss what I am doing with some of the proceeds.

Continue reading “I Hit the BRIX. Now What?”

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”

I’m just saying…COTY

So, posting lately has been challenging as I have a new little one.  I keep reading how writing regularly is essential to improving.  I write frequently for my profession, however, drafting documents and memoranda aren’t really the same as putting together interesting blog posts.  In order to try and write more regularly and hopefully churn out some decent content on this site (and create a diary of my own thoughts), I am going to start writing “I’m just saying” posts on like a weekly basis.  For this one, I thought I would quickly run down an investment and briefly state why I am long.   Continue reading “I’m just saying…COTY”