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My Investing Journey

Chronicles my investing actions - past and present

Ready for a 50% drop?

March 15, 2022 emcee Leave a Comment

In May 2020 annual shareholder meeting, Warren Buffett said this: “You’ve got to be prepared when you buy a stock to have it go down 50% or more and be comfortable with it, as long as you’re comfortable with the holding.” He went on by pointing out that Berkshire Hathaway’s … [Read more...] about Ready for a 50% drop?

Investing, My Investing Journey DryPowder, MyPortfolio, PublicCompanies

Keeping it simple, unlike Mr. Ackman

February 15, 2022 emcee Leave a Comment

Bill Ackman is a well-known and widely followed hedge fund manager. During the Covid market selloff in early 2020, he made several billion dollars by timely moving in and out of the markets. First, he bought credit default swaps to hedge against panic in the bond market. That … [Read more...] about Keeping it simple, unlike Mr. Ackman

Investing, My Investing Journey DryPowder, FamousInvestors, MarketTiming, PublicCompanies

My portfolio ten years ago

January 4, 2022 emcee 4 Comments

This post is a trip down the memory lane. Ten years ago (December 29, 2011, to be specific), I had a smaller investment portfolio that also looked much different. It sported more cash. It had more stock mutual funds than individual stocks. I still had some employer-granted stock … [Read more...] about My portfolio ten years ago

Investing, My Investing Journey MyPortfolio, PublicCompanies

Two companies, two great share buybacks

October 18, 2021 emcee Leave a Comment

I own shares in two companies whose CEOs have been at the helm for over twenty years. These two businesses are not in the same industry. They don’t have much in common—one is in the video game business, and the other is in investment banking. As you can imagine, their business … [Read more...] about Two companies, two great share buybacks

Investing, My Investing Journey BusinessLeaders, LongTermInvesting, MyPortfolio, PublicCompanies

Blackstone credit platform

September 14, 2021 emcee Leave a Comment

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

Investing, My Investing Journey Dividends, PublicCompanies

Parting ways with Brookfield Property Partners

June 8, 2021 emcee Leave a Comment

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

Investing, My Investing Journey PublicCompanies, RealEstate

Insiders who bought stocks in March 2020

May 17, 2021 emcee Leave a Comment

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

Investing, My Investing Journey BusinessLeaders, PublicCompanies

Dipping my toe into this SPAC craze

March 30, 2021 emcee Leave a Comment

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

Investing, My Investing Journey MyPortfolio, PublicCompanies

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

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

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