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My Investing Journey

Chronicles my investing actions - past and present

A low-cost way to invest in alternative assets

July 15, 2024 emcee Leave a Comment

I found this book at a Costco book stand. I am not a Tony Robbins follower but a quick scan of it made me curious. So I borrowed a copy from my local library. This is not meant to be a book review though. For some good online reviews of the book, check these two links: here … [Read more...] about A low-cost way to invest in alternative assets

Investing, My Investing Journey LongTermInvesting, PublicCompanies

In defense of Musk’s pay package

June 6, 2024 emcee Leave a Comment

Back in 2018, in a blog post here, I wrote this about Tesla CEO’s pay package: While I am not sure if Tesla could ever achieve all the stated performance goals – 10x market cap increase, 21x revenue increase, 15x EBITDA, all within ten years – even if Elon achieves some of … [Read more...] about In defense of Musk’s pay package

Investing, My Investing Journey BusinessLeaders, PublicCompanies

My magnificent six stocks

May 20, 2024 emcee Leave a Comment

I just finished reading Semper Augustus’ 2023 shareholder letter. Chris Bloomstran, its well-known CIO, writes detailed annual letters. They are full of well-researched data and, while long, always make interesting read. This year’s letter was no different. About a half of it … [Read more...] about My magnificent six stocks

Investing, My Investing Journey LongTermInvesting, MyPortfolio, PublicCompanies

Amazon is now a 50-bagger for me

April 22, 2024 emcee Leave a Comment

“Here’s how much you would have made in Amazon if you had invested $1000 ten years ago.” We often see such cheesy headlines in the financial press. So indulge me when I say this: It took 24 years for my first Amazon share purchase to become 50x its original cost. Unlike … [Read more...] about Amazon is now a 50-bagger for me

Investing, My Investing Journey BusinessLeaders, MyPortfolio, PublicCompanies

How can it be a bull market?

January 24, 2024 emcee Leave a Comment

As I work on putting together my portfolio’s end-of-year performance review, I thought I’d drop a brief note on the state of the markets today. As of January 24th, the stock market has fully recovered from its 2022-23 drawdown (if we go by the S&P 500 price index). … [Read more...] about How can it be a bull market?

Investing, My Investing Journey DryPowder, LongTermInvesting, MarketTiming, MyPortfolio

Why are BREIT investors redeeming shares?

August 15, 2023 emcee Leave a Comment

One of my popular posts over the last couple of years was on Blackstone’s non-traded commercial REIT called BREIT. I wrote about it a couple of times here. My last post on it was in August 2020. Back in 2018 when I first wrote about BREIT, it was a new up-and-coming REIT. For … [Read more...] about Why are BREIT investors redeeming shares?

Investing, My Investing Journey Dividends, InvestorBehavior, PublicCompanies

In anticipation of economic recovery

July 17, 2023 emcee Leave a Comment

I have been hearing concerns about the state of the economy, inflation trend, looming recession, etc. since the beginning of 2022. Some blog readers have sent me comments on this. I hear this from other individual investors who I regularly interact with. All these macroeconomic … [Read more...] about In anticipation of economic recovery

Investing, My Investing Journey DryPowder, LongTermInvesting, PublicCompanies

When my stocks go private

December 7, 2022 emcee Leave a Comment

Activision Blizzard (ATVI) is getting acquired by Microsoft (MSFT). Activision shareholders will be paid $95 per share in cash if the proposed acquisition is approved by various antitrust bodies worldwide. I am a long-time shareholder of both Activision and Microsoft (13 and 15 … [Read more...] about When my stocks go private

Investing, My Investing Journey MyPortfolio, PublicCompanies

Who is afraid of a recession?

June 21, 2022 emcee Leave a Comment

These days, there is a steady drumbeat in the financial media about an imminent economic recession in the country. I don’t have a position on whether one is inevitable. I try to only invest in quality businesses that can survive (and even thrive) in a recession. Like Chris Davis … [Read more...] about Who is afraid of a recession?

Investing, My Investing Journey MarketHistory, MyPortfolio, PublicCompanies

Long live Berkshire!

May 10, 2022 emcee Leave a Comment

As I sat down this week to research for a new blog post, I read several news headlines on how Berkshire Hathaway (BRK.A, BRK.B) has outperformed the stock market this year so far. This motivated me to take a look at my own investing history with Berkshire. Berkshire and I go … [Read more...] about Long live Berkshire!

Investing, My Investing Journey LongTermInvesting, MyPortfolio, PublicCompanies

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