Happy Holidays And Thank You To Everyone
I have just finished up my most recent article and plan to start buying the company’s shares on Monday. Until I am able to buy the full allotment of shares that I want for my personal portfolio and the portfolios I manage, I am going to hold off on posting the article.
Over the next two weeks I am going to completely stop evaluating companies to take a break and concentrate on spending some time with family and catching up on some reading and learning that I have been meaning to do. I plan to study floats, and competitive advantages/moats over that time. I already have some books and a bunch of websites and articles that I plan to read on those subjects, and a bunch of other articles that I have been saving to read so I should be kept pretty busy and will continue to post links of things that I think contain some kind of valuable information.
I also plan to post an end of the year update on my overall progress so far this year, an update on how the companies I have bought into this year have fared since buying them, and an update on how the companies that I have written articles about, but have not bought, have done in the time since my articles were published.
I would also like to thank everyone who comes to this site for their interest and I hope you enjoy the journey thus far. A very special thank you to the people who have commented on this site and to everyone else who have helped me become a much better thinker and investor over the last year. I very much appreciate all of the help I have received since starting this journey four years ago and especially since last February when I actually dedicated myself to this. Thank you all very much.
Holiday Reading Links
In case some of you get sick of spending too much time with family and friends over the holidays : ), below are some more links to keep you occupied.
Red over at The Red Corner Blog has been posting quite a bit lately and once again I would highly recommend reading his entire blog.
Gurufocus-Tweedy Browne Letter To Shareholders.
The Reformed Broker-Forget Fairness, Let’s Talk About Stupidity.
Unlistedstocks.net
Oddball Stocks-Announcement of Unlistedstocks.net.
Whopper Investments-Could a Red Flag for Excessive Executive Compensation Be An Opportunity In Disguise.
Gannon And Hoang On Investing-Relativity and Anchoring.
Greenbackd-Active Engagement With Companies To Improve Governance And Strategy Outperforms Passive Investment.
Epicurean Dealmaker-Goodwill Hunting.
Adventures In Capitalism-Gearing.
Aswath Damodaran’s Musings On Markets-Acquisition Hubris: Overconfident CEO’s and Compliant Boards.
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