China Preview and Some Thoughts on Moats

Over the past year, I've been steadily doing a lot of reading about China in general, and a few companies there specifically. China is a fascinating country to read about, with some real issues looming on one hand but some real long-term tailwinds on the other. Chanos...

Foot Locker: The Outlook Five Years Hence

"But before he left, he taught me two things. Never, ever invest in the present. It doesn't matter what a company is earning, or what they have earned. He taught me that you have to visualize the situation 18 months from now."                                          ...

To Sell or Not To Sell?

This will be a somewhat meandering post on some notes of mine regarding the concept of selling, as well as some brief comments on AutoNation and Verisign (the latter is a current holding). I’ve talked about stocks in category 1 vs category 2. What do I mean by this?...

Under Armour: How Strong is the Brand?

This post will highlight a potential investment idea, but it also is more of an investment journal post that contains some brief thoughts/comments on the company I’ll discuss below. Earlier this year, I did something I don’t normally do and took a small position in a...