I have been singing the praises of Blackstone on these pages since 2018. I first wrote about the company in February 2018. Back then it was still a Limited Partnership (LP), and its shares were trading around $30. Then, about a year later, I wrote another post on it. Blackstone … [Read more...] about Blackstone credit platform
Complete List of Blog Posts
Did you double your money since the recession?
I didn’t! If you have been following the financial media, you must have seen recent headlines like this one: “If you’d bought stocks in March 2020, you would have doubled your money by now”. This one was from Yahoo! Money. There were similar mentions in CNBC, Financial Times, and … [Read more...] about Did you double your money since the recession?
SoftBank – a second look
SoftBank is an enigma for me. On one hand, it has all the traits of an excellent owner-founder run business—the kind that I love to invest in. On the other hand, some of its management’s recent moves have spectacularly failed, making me think twice before investing again. As I … [Read more...] about SoftBank – a second look
What I bought to replace Brookfield Property?
I have now deployed all the cash I raised from selling my Brookfield Property Partner shares (BPY or BPYU). What did I buy? See this table. In my previous blog post, I showed a short list of prospective buys I was considering. See here. Out of that list, I chose not to add … [Read more...] about What I bought to replace Brookfield Property?
Parting ways with Brookfield Property Partners
My investing in commercial real-estate is mostly via publicly traded REITs (Real Estate Investment Trusts). Over the years, I have added several REIT positions in my portfolio. See this table for my REIT holdings. From time to time, I’ve also researched certain non-traded … [Read more...] about Parting ways with Brookfield Property Partners