Author: Ben Strubel

Health Care Pricing “Juju”

Health Care Pricing “Juju”

So far this year both stock portfolios are doing quite well, handily beating the market. The bulk of our success has, of course, been from the companies we chose to buy or hold, but some success has come from what […]

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Homebuilders And The Atlanta Braves

Homebuilders And The Atlanta Braves by Ben Strubel In August, we decided to sell Anheuser-Busch InBev (BUD). AB InBev is a great company with a great business, but in October 2015 the company offered to buy SABMiller for what ended […]

Economic Growth – Fear And Loathing In Election Season

Economic Growth – Fear And Loathing In Election Season

Economic Growth – Fear And Loathing In Election Season by Ben Strubel, Strubel Investment Management Dear Investors, Clinton has the second highest unfavorable rating of any presidential candidate in history. Who has the highest unfavorable rating ever? Donald Trump. Both […]

The Brexit Was Like Riding An ATV

The Brexit Was Like Riding An ATV

The Brexit Was Like Riding An ATV by Ben Strubel, Strubel Investment Management This past weekend I was at the house of one of my fiancée’s relatives. They have a bit of land and we went riding on their ATVs. […]

Strubel Investment; Sold GameStop;  Valeant Lessons

Strubel Investment; Sold GameStop; Valeant Lessons

Strubel Investment Management Portfolio Update; Sold GameStop, Discusses Valeant by Ben Strubel, Strubel Investment Management Dear Investors, This month’s newsletter will just be a few quick updates on the portfolio. First, we sold out of GameStop (GME) completely. (A few years […]

Are Households Feeling The Market?

Are Households Feeling The Market?

Are Households Feeling The Market? by Ben Strubel, Strubel Investment Management Dear Investors, Apologies on sending out our March newsletter rather late, I was sick most of last week. As such this month’s newsletter will just be my short take […]