Reading Time: < 1 minute I came across this term yesterday. You may search the Twitter (aka X) for more tweets on the topic. And this made me to think two small stock positions I have and I may have talked about them in my blog posts too: LEG (Legget and Platt) and SCS (Steelcase). I just did a bit
Reading Time: 3 minutes I didn’t do well in my last 2 years of investing or trading. I think the overall performance in my main IRA (trading) account, for last 2 years (2022 and 2023) is slightly down. This year, I lagged behind the S&P 500 index in terms of performance (mine 11% vs S&P 500’s 25%). And I
Reading Time: 2 minutes Some friends asked me about the year end tax moves, such as the tax loss selling etc. Here is a good article on the topic – Tax-Loss Harvesting: What It Is, How It Works. My take on tax: this is at least secondary maybe even more down the priority list. The No. 1 priority in
Reading Time: 3 minutes 油管：my Youtube 2022 video for BRK HQ video below (narration mostly in Chinese) Charlie Munger We know Charlie Munger (Wiki) passed away recently, and he was the vice chairman of Berkshire Hathaway: he had some influence on Warren Buffet’s investments over the years, including See’s Candy, Coca Cola and so on. Here is the free
Reading Time: 2 minutes That is the S&P 500 index funds. This is similar to Warren Buffett’s recommendation. He actually has more recommendations beyond stocks or bonds. Anyway, I think for most people who are still in the wealth accumulation stage (I think most people before retirement is in this category), low cost stock index funds, plus some low
Reading Time: 2 minutes I went to my 9 year old (4th grader)’s class recently and tried to talk about the “The Stock Market Game” (btw, it looks like my main winner is Nike for now 🙂 Below is something I shared in my daughter’s class. I also tried to answer some questions on individual stocks too, e.g., Adobe,
Reading Time: 2 minutes (Update 11-22-2023) I think one of the main competitor for Jack Henry is Fidelity Information Services ($FIS), and it seems something happened in mid 2021, and FIS start underperforming against Jack Henry from that time. See the 20 year stock chart above. It looks like the WorldPay acquisition was the main culprit here (Reuters: FIS
Reading Time: < 1 minute This is probably my only successful merge arbitrage speculation so far. By “success” I meant I am out after the recent US FTC failed attempt to stop the merge. Note the UK authority could still pose challenges or stop this thing completely. Although the market does expect the deal to close eventually. I didn’t speculate
Reading Time: 2 minutes Do you want to guess the mutual fund (company) that lost the most in the First Republic Bank rout? I mean the mutual fund that held the most $FRC before it’s being closed by FDIC and since taken over by the JP Morgan Chase. I was a bit surprised to find that the Vanguard Group,
Reading Time: 2 minutes I joined Twitter back in March 2008, and it’s been 14 years since I joined it. I don’t remember the exact reason I joined it, but I think one reason is probably in the early days of iOS (iPhone) app development, many developers are on Twitter as well. In recent years, the platform has expanded
Recent Comments