What I Wish I Wrote ~ January 5, 2018
The video editing makes it look bleak – I’m sure some of the people’s financial situations are – but traveling around the country in your RV picking up some seasonal work here and there has a certain romantic appeal. (Gizmodo)
Tesla’s Blue-Sky Bias
A good deep dive into Tesla’s ability to shape its narrative. How Tesla uses its narrative to shield itself from the public scrutiny other companies with similar poor operational track records have received. (The Queen’s Business Review)
Sold Yum China Too Soon
We received Yum China (YUMC) in the spin-off transaction from Yum Brands. Unlucky for us, we sold it a few months after the spin-off because it did not pay a dividend. We sold at a good gain but this presentation shows why we were wrong to sell so soon. (Hayden Capital)
A Rare “Game Un-Changer” Hiding in Plain Sight
Wars were fought and kingdoms built on the spice trade.The players and incentives have changed but what wasn’t hasn’t is our desire for spices. (Sure Dividend)
Regulating the Tech Giants
The regulatory case against tech giants. (13D Research)
You Are the Product
Why regulate the big tech companies? Because you are the product. (London Review of Books)
You Might be a Value Trap if…
12 signs your cheap stock may be a value trap. (Bloomberg)
The Mouse & The Fox
Disney is “skating to where the puck is going” in their deal with Fox. (Stratechery)
Gilead just bought Kite Pharmaceuticals because of its Car-T treatment. Novartis and Juno are the other two players in a potential $8.5 billion industry (LinkedIn)
Many Ways to Win
There are many ways to win at saving and investing (Of Dollars and Data)
How to Spend Less
It’s no quite as popular as losing weight or getting in shape but a popular New Year resolution is to save more and spend less. Here are some strategies to accomplish this. (Mike Dariano via Peter Lazaroff)
What I Read
This is a very quick read. I read it across two nights for a total of 2-3 hours because it isn’t full of filler.
The book is how to identify and invest in companies that will return $100 for every $1 invested. And the author gets right to the point on how to do so.
It sounds like a get rich investing book but it’s not.
One of the key focus points is finding those companies that are run extremely well and have a long runway for growth. But to capitalize on these two attributes you need to be invested for a long time.