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 […]
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 […]
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 […]
This month’s newsletter is short. We’ve written far more about Donald Trump than we care to (and probably far more than you have wanted to read). The markets are up modestly. The economic and political landscapes across the globe remain […]
My clients frequently ask, “When is the next market crash? And when will the next recession happen?” As the current economic expansion continues, I believe we are closer to the end of the cycle than the beginning. I don’t think […]
Football (American football to clarify for my international readers) is my favorite sport. Every season there are several games that come down to a last second field goal. Take a hypothetical game where a team spends the entire game behind […]
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 […]
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 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 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 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 […]
