Author: Ben Strubel

Why We Became A Believer In Amazon Stock

Why We Became A Believer In Amazon Stock

We live in a world characterized by slow economic growth and the stock market is trading at moderately above average multiples. You can’t just rely on buying stock in a good company and depending on 3% economic growth to drive […]

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Tobacco Stocks And Health Care Stocks

In this newsletter we are going to talk about two related yet unrelated topics: health care and smoking. Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies […]

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Is There Another Tech Bubble?

I’ve recently been hearing a lot of questions about whether or not we have another tech bubble. It’s understandable for investors to be worried. After all, we have had two stock market bubbles in the past two decades and people […]

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No Points For Bravery In Investing

You don’t get points for bravery in investing. You get points for being brave in real life. Everyone admires and celebrates the true heroes—the firefighter that rushes into a burning building to save a family, the police officer that responds […]

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. […]