Friday, January 19, 2018

Thoughts on the market and where we see upside and opportunity

As I sat down to write my annual letter, I had just read "Are We in a Bubble? - Honestly: Yes" (from the always sublime Geoff Gannon), so I wanted to put some thoughts on market valuations down. My views ended up sharing a lot with this post from Albert Bridge Capital (I had already written my first draft before reading that post and was dismayed to see how many viewpoints we shared, something that happens quite often in investing!). Anyway, the excerpt on market valuations and where we see opportunity is below; enjoy!

Thursday, January 11, 2018

Some things and ideas, January 2018

Some internet links and ideas I've liked or found interesting so far this month.