I am going to tweak the podcast of the week series to focus more generally on finance media (I’ve actually already included videos and other media in the posts anyway). I will mostly focus on podcasts, but this way I can highlight articles and other stuff in case all the pods are mediocre that week. This week, I found a new podcast. Continue reading “Weekly Media Pin & a Coty Update”
Category: Investing
Resource Roundup: CNBC Buffett Archive
I might be going dark for a while as I fall into the rabbit hole of the CNBC Buffett Archive. Before I disappear into the nebula of Berkshire Hathaway enlightenment, I wanted to flag it for your attention as it is really a neat resource. Continue reading “Resource Roundup: CNBC Buffett Archive”
Podcast of the Week – May 9, 2018
There were a lot of good investing and personal finance podcast episodes over the last week. I’ve been meaning to get to this one for a while though, so I will have to get some of these more recent ones highlighted over the coming weeks. Continue reading “Podcast of the Week – May 9, 2018”
Merger Monday Comes to my Portfolio
Turned on Bloomberg radio this morning to some decent news. Gramercy Property Trust (“GPT”) caught a takeover bid from BlackRock at $27.50 per unit. As I mentioned before, I recently took a position in GPT. Also, there was a development late last week that might have yielded some additional “tea leaves” concerning Conagra (“CAG”) and Pinnacle Foods (“PF”). Continue reading “Merger Monday Comes to my Portfolio”
Berkshire Annual Meeting – Musk Nervous Breakdown Edition
The Berkshire Annual Meeting was on Cinco de Mayo. If you were too busy with Margaritas and/or Mint Juleps, you can watch the recording here. Yahoo will also slice and dice it into audio only podcasts here (it is also available through other apps and has 2017 up right now).
I’m sure the meeting will be more ably dissected elsewhere. I did, however, want to quickly make a few observations and stick a pin in a company/industry to look at more closely in the future.
Continue reading “Berkshire Annual Meeting – Musk Nervous Breakdown Edition”
Pod-tastic!
You knew that title was coming, didn’t you? It’s time for me to highlight another interesting podcast. [I wanted to get this out, so I can follow my usual tradition of posting at around 5:00 p.m. on Friday night. That’s a good technique, right?]
The Berkshire Hathaway Annual meeting is this weekend (if you’re unable to attend, Yahoo Finance will be streaming the festivities). So I thought we would look at some interviews related to the author of a book being featured in the Bookworm this year. Continue reading “Pod-tastic!”
The Telsa Tithe
Brothers and sisters, residents of the planet Earth, I come before you today with a convenient rationalization for something you already want to do. I come to propose to you a way for you to give capital to Elon Musk to fuel his fires of innovation, salvation of the human race, the planet, and yes…to build and sell cool shit. Continue reading “The Telsa Tithe”
I’m Just Saying…I Bonds, Earnings, REITs, and CPG Bloodbath.
Some remarks on recent earnings (or non-earnings in the case of REITs) and other items of interest in the news follow. Continue reading “I’m Just Saying…I Bonds, Earnings, REITs, and CPG Bloodbath.”
Netflix, Disney, and Even Stranger Things
In case you were too busy “Netflix and chilling” to notice, Netflix’s (“NFLX”) market cap is essentially equal (Barron’s $) to that of Disney (“DIS”). NFLX is spending about $3.1 billion more dollars per year than it is able to bring in (“burn”). DIS is gushing about $10 billion net cash per annum after all of its investments and all of the money that Scrooge McDuck uses to wipe his tail feathers. I have seen stranger things…but probably not since the year 2000. Continue reading “Netflix, Disney, and Even Stranger Things”
Mr. Greenblatt Comes to Town
Joel Greenblatt is one of my favorite investors to follow. He recently did a couple of interviews which provided an interesting contrast. In one interview, he threw some shade on the “value factor” in the other interview he recommended a value factor fund as a good investment for retail investors to hold over the long run. Continue reading “Mr. Greenblatt Comes to Town”