Conagra Brands Update

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”

Buying What No One is Selling

I was just looking at the ads on my site and on another couple of finance sites and was inspired to post this. On my site (although I have been proactive about rejecting ads) and others you will see ads for peer-to-peer lending services, privately traded real estate investment trusts, initial coin offerings, tax liens, gold, oil and gas leases, etc…

Most of these have serious fee, tax, or other short comings.  This led me to think, “Maybe good investments are the ones that no one is selling?” continue