Category Archives: Commentary

Japan- Opportunity for the Careful

Many investors I admire are starting to focus all their energies on Japan, and for good reason. Never before have I encountered such bizarre circumstances regarding the economics of an entire country worth of businesses. It seems the profit motive in … Continue reading

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Thoughts on Applying it All

I remember back to the Berkshire Hathaway Meeting in May of 2010 and chuckle to myself… there were many great moments that stick out, but there is one in particular that I want to discuss. A man heads up to … Continue reading

Posted in Commentary | 6 Comments

Commentary on Current Positions

Cash Position: 22.1% Noble Corp: 34.6% Aeropostale: 27.4% Hallmark Financial: 13.6% Berkshire Hathaway: 0.7% Noble Corp: If you haven’t already heard, Noble is being added to the S&P 500 on Friday this week (article).  This should do well to help … Continue reading

Posted in Commentary, Stock Updates | 2 Comments

Rights Offerings

I’m writing this to inform investors about the effects of a rights offering on their holdings before and after the completion of one.  I recently invested in a business that has a history of using rights offerings to raise money … Continue reading

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2010: A Look Back

2010 was a great year for me.  I was encouraged by my friend’s father to start this blog and share my thoughts with the world, and it has gone far better than I ever expected.  In addition, I learned more … Continue reading

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