Posts tagged "Investing"

• Meet SEC AI

  Posted on April 8, 2024

  SEC AI [Read More]

  Tags:

  • investing
  • AI
  • RAG

• Charlie Joins the Eminent Dead

  Posted on December 4, 2023

  Charlie Munger passed away at the age of 99, just a few weeks shy of his 100th birthday. My first instinct was to join the social media fray of sharing... [Read More]

  Tags:

  • investing
  • buffet
  • munger
  • matrix
  • philosophy

• 2023Q2

  Posted on July 1, 2023

  Summary bought more $PLTR, $HIFS, $PAR, and $JDC.DE fully sold $SNOW to finance the above - not necessarily bearish on $SNOW but felt much more confident in the other names,... [Read More]

  Tags:

  • investing
  • PLTR

• 2023Q1

  Posted on April 1, 2023

  bought more $HIFS and $PAR - hopefully those moves are greeted by yawns added Lumine Group $LMGIF via dividend from Constellation - not sure if I want to add any... [Read More]

  Tags:

  • investing

• Adventures in Equities (2022)

  Posted on February 7, 2023

  

  

  2022 was my first full year of giving serious effort to investing in equities. I enjoyed reading up on interesting companies and markets to see how they operate and which... [Read More]

  Tags:

  • investing

• Lessons on Capital Allocation - $PAR edition

  Posted on January 18, 2023

  I was recently listening to the 2022Q3 earnings call from $PAR and their CEO Savneet Singh provided such a beautifully succinct explanation of how to think about capital allocation. Here’s... [Read More]

  Tags:

  • saas
  • investing
  • $PAR