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Tesla, BYD, and Charlie Munger

March 8, 2021 emcee Leave a Comment

As I wrote last month, in 2020 Tesla jumped from #8 to #2 position in my portfolio. This week as I set about writing a blog post dedicated to my Tesla holding, I came across Charlie Munger’s Q&A from the Daily Journal’s annual shareholder meeting. Mr. Munger does not own any … [Read more...] about Tesla, BYD, and Charlie Munger

Investing, My Investing Journey FamousInvestors, PublicCompanies

How my stocks did in 2020?

February 16, 2021 emcee 4 Comments

After taking a short hiatus in January, I am back. Happy belated new year, everyone! So this month I start off with end-of-year update of my stock holdings. In my mid-year update post (Breaking out to a new high) in July last year, I pointed out that my portfolio had reached … [Read more...] about How my stocks did in 2020?

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

Leadership changes in founder led businesses

December 22, 2020 emcee Leave a Comment

It’s no surprise to anyone who go through my posts that I admire founder led businesses. I also love investing in them. But perhaps not all of them. Only those that have proven to have durable business models and where founders have large stakes in their own businesses. I have … [Read more...] about Leadership changes in founder led businesses

Investing, My Investment Portfolio BusinessLeaders, PublicCompanies

Costco and its special dividends

December 1, 2020 emcee Leave a Comment

Costco just announced a special dividend of $10 per share, payable in December. This is their fourth special dividend payment to the shareholders in last eight years. It’s called special dividend because it is in addition to the regular dividend that Costco pays every quarter. … [Read more...] about Costco and its special dividends

Investing, My Investing Journey Dividends, PublicCompanies

Dividends, six months later

November 16, 2020 emcee Leave a Comment

It has been more than six months since the pandemic started affecting the global economy. Many dividend paying businesses were impacted too. In response, some stopped or cut dividends. But not many businesses that I own have gone that route. I wrote a blog post in May this year … [Read more...] about Dividends, six months later

Investing, My Investment Portfolio Dividends, MyPortfolio, PublicCompanies

More founder run businesses

October 12, 2020 emcee 2 Comments

Bessemer Venture Partners is a well-known venture capital firm—also one of the nation’s oldest in VC business. As the name implies, it invests in young startups, mostly technology related businesses. Over the years, it had invested in some promising businesses that grew to be … [Read more...] about More founder run businesses

Investing, Investing Mindset BusinessLeaders, PublicCompanies

Buy businesses that are recession proof

August 24, 2020 emcee Leave a Comment

In June this year, the NBER (National Bureau of Economic Research) announced that U.S. had entered an economic recession beginning in February. This recession came after the longest economic expansion in the US history—from June 2009 through February 2020—of about 128 months in … [Read more...] about Buy businesses that are recession proof

Investing, Investing Mindset FamousInvestors, InvestingBooks, PublicCompanies

A look back at BREIT performance

August 10, 2020 emcee 4 Comments

Two years ago, I did a blog post on Blackstone’s real estate investment trust called BREIT. It had just opened its doors to retail individual investors like me. At the time, I was looking to increase my investments in commercial real estate (CRE) assets and thought that it was a … [Read more...] about A look back at BREIT performance

Investing, My Investing Journey PublicCompanies, RealEstate

Breaking out to a new high

July 7, 2020 emcee Leave a Comment

On June 9th, as the stock market came within 5% of its previous record high, my portfolio reached a new all-time high. That day, my portfolio nudged just above its prior record high made on February 19. Credit for this outperformance (since the broader stock market has yet to … [Read more...] about Breaking out to a new high

Investing, My Investment Portfolio InvestorBehavior, MyPortfolio, PublicCompanies

How are my dividends holding up?

May 19, 2020 emcee 4 Comments

According to a recent WSJ article, eighty-three U.S. public companies have either canceled or suspended dividend payments so far this year. And another 142 companies have reduced their dividends. The journal went on to predict about 10% decrease in dividend payouts overall this … [Read more...] about How are my dividends holding up?

Investing, My Investment Portfolio Dividends, MyPortfolio, PublicCompanies

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