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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

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

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

SoftBank – a second look

July 20, 2021 emcee Leave a Comment

SoftBank is an enigma for me. On one hand, it has all the traits of an excellent owner-founder run business—the kind that I love to invest in. On the other hand, some of its management’s recent moves have spectacularly failed, making me think twice before investing again. As I … [Read more...] about SoftBank – a second look

Investing, My Investment Portfolio BusinessLeaders, MyPortfolio, PublicCompanies

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

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

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

Seeking wisdom in trying times

March 30, 2020 emcee Leave a Comment

In my last post, I wrote that I have been buying stocks. Well, since then I continued buying stocks as the market dropped even further. At the time, I reported I had invested 60% of my dry powder cash. Today, I am 70% deployed. As the stock market fell 35% below its peak, I … [Read more...] about Seeking wisdom in trying times

Investing, My Investing Journey BusinessLeaders, DryPowder, MyPortfolio, PublicCompanies

I like Interactive Brokers

December 16, 2019 emcee Leave a Comment

Today’s post is about a business I own since 2015 but I hadn’t bought any new shares in last three years. It’s a business that I am very familiar with. I am not only a shareholder but also a long-time customer. I use its tools and services extensively in my investing work. I … [Read more...] about I like Interactive Brokers

Investing, My Investing Journey BusinessLeaders, MyPortfolio, PublicCompanies

Investing in startups through SoftBank

August 12, 2019 emcee 1 Comment

I prefer investing in established well-run businesses that have defensible business models. Even though some of them are technology companies, I invest in them not because they are considered tech but because they have dug some level of economic moat around their businesses. You … [Read more...] about Investing in startups through SoftBank

Investing, My Investing Journey BusinessLeaders, FamousInvestors, MyPortfolio

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