by wpadmin | Sep 13, 2024 | Uncategorized
Last week the stock of Dollar General declined over 25 percent in one day. The reason was reported to be earnings that were reported below consensus and a subdued outlook. Other dollar chains such as Dollar Tree declined in unison. The prior investment case for Dollar...
by wpadmin | Aug 8, 2024 | Uncategorized
Investing in 500 stocks sounds like diversification. If one goes down, the other 499 perseveres. This is not exactly the way the S&P 500 works. The index is weighed by capitalization which is defined as the price per share times the number of shares outstanding....
by wpadmin | Jul 17, 2024 | Uncategorized
Last May, Starwood Investors placed a limit on the monthly withdrawals from its private commercial real estate funds it manages. It did so to avoid having to sell assets at a loss to meet redemptions. Starwood manages about $10 billion in assets in what is estimated...
by wpadmin | Jun 10, 2024 | Uncategorized
The annual meeting of Berkshire Hathaway has been dubbed the “Woodstock of Capitalism”. People flock from all over the world to attend the event, held on the first Saturday in May in Buffet’s hometown of Omaha, Nebraska. It is covered live by CNBC, the one...
by wpadmin | May 8, 2024 | Uncategorized
In 1949 there was, like today, a shortage of affordable housing. Soldiers were returning from abroad eager to start families, but there was little to no housing available. This was due to the imbalance of supply and demand which led to a strong undercurrent of...
