State of the Stash – October

It is time for my monthly personal finance journal update. October was pretty exciting. I increased my savings over the last month due to a bit of a small income windfall. I also had some help from Mr. Market. I am getting close to a pretty big milestone.

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Errors and Omissions: Apple and Coty

I thought I would start a new “series” of posts to regularly check in with my portfolio of active investments: sort of a “post-mortem,” without the mortem (hopefully, I will discuss some successes as well). Coty recently announced that it is selling a large chunk of the business that it acquired from P&G, and Apple just hit an all time high, so I thought it was a good time to publish an update on these two.

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State of the Stash – July

It is time, yet again, for the monthly airing of my private financial laundry.  This is going to be a quick update as the day job and the toddler are keeping me fully occupied. It is easier to carve out time to write, however, then you have a good month like July!

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Is 2019 Berkshire Too Big to Win?

I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.

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