Opportunity Found: Specialty Property Casualty Insurers The property casualty space is one I watch closely for a number of reasons: It's an industry that doesn't change much...
Tesla Is Setting Up For A Move To 500 Of all the hateriffic stances on Wall Street, the vitriol constantly spit at Elon Musk and Tesla is the most...
KKR Has Long-Term Compounder Written All Over It My investment style can be best classified as boring. I don't turnover portfolios very often. Our largest holding has...
Markets Have One Problem Only Moving Forward… The cost of money is going up. There is no need to dissect the markets any further for the remainder of 2018. It's a...
Everything Has Changed in 2018 The foundation of the markets for the entirety of this bull market has undergone a massive shift in 2018. All the...
There Is No Glory Left What we have on our hands with this buy at any cost, early 2018, stampeding bull run that is already taking out some...