How I Invest

Inspired by Josh Brown’s collection of essays from notable people in finance, How I Invest My Money, as well as other of DIY personal finance bloggers out there, I’d also like to showcase how I invest. All securities, who shall remain nameless, are shared by their primary business and arranged (roughly) from the largest positions…

My Favourite Writers of Investor and Shareholder Letters

The cat is out of the bag that there are great and generous business and investment minds that share their thoughts with us in the form of letters. Any investor worth their salt would know about Warren Buffett’s letters in Berkshire Hathaway’s annual reports. (Whether you’ve read them or not is another matter.) I’m still…

Markets are fun.

Most markets are fun. I love going to supermarkets while on vacation. I like watching the stock markets. In the last few years and recently, I’ve taken up decluttering my space. In doing so, I’ve donated many things and of the things that I think still have some economic value, I sell. In recent years…

Network Effects: Study 1

A few years ago, I’ve started seriously studying network effects. I’ve started a few businesses (retired now, RIP) trying to incorporate things that I’ve learned. More recently, I’ve taken to examining public companies that exhibit strong network effects in their businesses. I’m not sure what to make of these companies except that I want to…