Archive

No, A&W Isn't a Bond Proxy

Plus other random thoughts on a lazy Sunday morning

Aimia Preferred Shares: Heads I win, Tails I Don't Lose Much

Because dear God am I going nowhere near the common shares

Portfolio & Life Update: Buyin' and Retirin', Yo

Why I'm not worried announcing my retirement during a market low

Gildan Activeware: High Quality at an Attractive Price

My newest position checks off all the boxes for a long-term hold

Argan Inc. Might Be The Cheapest Dividend Stock in the Entire World

3x EV/EBIT ratio, anyone?

Recipe Corp Merger Arb: Is This 20% Annualized Return Too Good to Be True?

Why Don't More Buffett Devotees Actually Copy Him?

1960s Warren Buffett was interesting. 2020s Buffett? Not so much.

8 Investing Lessons I Had to Learn The Hard Way

They say all mistakes are good as long as you learn from them. They lied.

Has Rogers Sugar Quietly Turned Itself Into a Growth Stock?

You thought Rogers was a bond proxy? You thought wrong.

What John Goodman Taught me About Finance, Dividends, and Life

Or, in other words, the beautiful simplicity of The Position of F*ck You