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Dry powder investing helps me stay productive

April 28, 2025 emcee Leave a Comment

Since I last wrote in March when it was nearing a 10% correction, the stock market today is clearly in a correction. By some measures, it has been a bear market (with NASDAQ down more than 20% in early April, for instance). So what would an investor do today? As in previous … [Read more...] about Dry powder investing helps me stay productive

Investing, Investing Mindset DryPowder, MyPortfolio, PublicCompanies

My portfolio performance 2024

January 27, 2025 emcee 4 Comments

Yes, it is that time of the year when I compare my portfolio’s performance with the market indexes. For reference, see 2023’s results here. Usually, I start with my portfolio’s one-year relative performance. But then I also follow it with my oft-repeated refrain that … [Read more...] about My portfolio performance 2024

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

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

Year-end 2023 portfolio performance

March 11, 2024 emcee 1 Comment

What a difference a year makes! When I did my portfolio review for 2022, I was down by about a third in just one year, 12% worse performance than the S&P 500 index. Back then, I wrote that I lean toward an improving stock market in the following 12- to 24- months. Here we are … [Read more...] about Year-end 2023 portfolio performance

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

Not much going on

December 5, 2023 emcee Leave a Comment

There is not much to do in investing these days. In fact, this whole year, I didn’t have many investing transactions. It has been that kind of year for me. One major reason why I didn’t have many stock buys this year is because I buy when the market is going down, not when it … [Read more...] about Not much going on

Investing, Investing Mindset InvestorBehavior, MyPortfolio, PublicCompanies

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

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