I’ll always remember my very first investment I ever made. This was about 12-13 years ago or so. My dad had worked in various levels in banking, from loan origination to VP, and he was, and still is, by all definitions, a workaholic. I remember him waking up very, very early in the morning, checking [...]
Quick thought today. I watched an old (2012) interview with David Einhorn on CNBC. The interview starts with poker and not-for-profits, but quickly delves into such topics as monetary policy, quantitative easing, and Apple’s valuation. I mean, if you’ve got Einhorn in the studio why wouldn’t you talk about the big stuff? You can find [...]
All that glitters is not gold. Sometimes glitter takes me for money; sometimes it takes me for opportunity. What’s up in my portfolio Those of you who have followed this blog for any length of time know that I’m not too peculiar about where I invest. In 2011, I had virtually all of my portfolio [...]
I’m taking a short break. Yeah, I know – a brief hiatus for a blog generally means the writer disappears for months. I won’t be doing that. Last December I made a few promises to myself, the most important of which was that I’d be a college graduate in 2013. I’m no genius; school hasn’t [...]