Recent Posts
In here you will find both original articles, as well as transcripts of the YouTube videos which are supplemented with the images.
How passive investing’s focus on momentum rather than value kills real economic growth
The core purpose of the stock market is to allocate capital to good companies. Of course, we use it for our own benefit, whether it be retirement planning or speculative day trading. There are a lot of individuals who don’t want to make any stock investing decisions, and instead, just want an easy low-fee index
David Abrams, PCG & Teva Pharmaceutical
Within the small world of value investors, there are few people we look up to: one of them is David Abrams. He is the founder of Abrams Capital Management, a Boston-based fund with $9 billion in AUM. A fun fact: At the start of David Abrams’ career, he persuaded his boss into buying a fifth
Submarine Fiber Cable Industry
In 2011, a 75-year old pensioned woman from Georgia (Caucacus region of Eurasia) was digging for scrap metal. She came upon a fiber optic cable that she sliced through, hoping to retrieve the valuable copper metal. She did not know that the copper was covering a cable that was incredibly important for communication. This one
A very brief look at QIWI, the Russian leader for a cashless society.
It’s a rare occasion that I would mention a Russian company. In the past five years, I’ve only done so once (Yandex, January 2016), and even then, I wrote with a lot of caution. But this month’s company fits our megatrend of cashless societies. QIWI is a Cyprus-based company that focuses on the Russian market
My favorite HKG real estate holding company.
I have recently opened a position on Keck Seng Investments (KCKSF on the US OTC exchange and ticker 0184 on the Hong Kong stock exchange). As all of you know, I love real estate and am a commercial real estate investor myself. Asian property companies, especially the Hong Kong real estate holding companies, frequently trade
Out of Mattel, all the way out of this toxic stock
18 Months ago, my son was born. As any other passionate parent, I end up buying an insane amount of toys. Why not, it’s fun to watch your child’s first reaction with every new toy, even though they prefer the packaging over the actual toy. But when it comes to toys starting from a few