In a March 2020 blog post when we were in the midst of the stock market crash, I highlighted four businesses where insiders had bought stocks. The table from that post is reproduced below. These insider purchases were made with their own monies in open market. In other … [Read more...] about Insiders who bought stocks in March 2020
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Dipping my toe into this SPAC craze
I generally don’t have much interest in Initial Public Offerings (IPOs). They are often overpriced, overhyped, and not meant for long-term investors. In last couple of years, IPOs have seen a resurgence along with Direct Listings and SPACs. These IPOs, DLs, and SPACs are … [Read more...] about Dipping my toe into this SPAC craze
Tesla, BYD, and Charlie Munger
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
How my stocks did in 2020?
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?
Leadership changes in founder led businesses
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