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mspacey4415
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High Upside Ideas that Will Take Time to Play Out: Natera and Quotient
It's been a while since I last wrote. Things have been good. I got out of market in September in anticipation of a downturn, only to scramble and buy back stock in October. Following the crowd has not been good for my ego, but it sure is great for my money!...
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Following Buffett into STOR Capital
In the past few years I watched with confusion as Buffett bought up IBM, Apple, airlines stocks, and just last month a shady Canadian lender called Home Capital Group. There are definitely times I wonder if he's gone senile. But Berkshire's investment in ST...
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Musings: Cash on the Sidelines and the Illusion of Market Cap Calculations
Cash on the Sidelines I read Zero Hedge regularly. It is not the most reputable institution, but once in a while it does bring up interesting topics, like this article: Destroying The Myth Of 'Cash On The Sidelines' . Permabulls love to argue there are all ...
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Notes on Wachenheim’s “Common Stocks and Common Sense”
Ed Wachenheim runs Greenhaven Associates, a $6 billion value fund. He piled up an enviable track record over the past 20+ years, regularly making 20%+ a year. And he does this by investing in large caps like IBM and Lowe’s. I’ve been resorting to nanocaps t...
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Recent Exits: NBIX, VIPS, SLM
Thoughts on three recent exits/position reductions. I would consider buying back at lower prices. Neurocrine Bioscience (NBIX) Ingrezza failed its phase 2 trial for Tourette’s syndrome; and the stock dropped from $53.5 to now $46.2. I came away with a small...
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Common Quotes and (Maybe Not so Common) Thoughts on Investing
1. Investment vs Speculation - the classical definition “ An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative .” - Ben Graham, from ...
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