Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
$KEEPR: Pure or Diluted?
April 15, 2024, 12:35 a.m.
$COSCO: Buying Below Book: The nuances of buying discounted conglomerates.
July 13, 2023, 4:27 a.m.
$MEG Is Too Cheap: ~24% earnings yield, consistent growth, P/B of ~0.31x.
April 7, 2023, 7:42 a.m.
$ABA: My Follow-Up Thoughts: Let's talk risk, management, and risk management.
March 30, 2023, 7:49 a.m.
$PLC: "Dividend of Dreams": “The best business is a royalty on the growth of others, requiring little capital itself.” —Warren Buffett
March 21, 2023, 9:14 a.m.
$ABA: The "Batangas Bargain": 10% dividend yield, 40% discount to book value, and unlikely growth potential.
Feb. 13, 2023, 1 p.m.