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OPM Chronicles....New Year Edition
Spent the week searching for value and silliness. Hoping that when it comes to my stock selection that those aren’t the same thing.
There are plenty of viable ideas for a value investor if you are willing to look.
Spent the week searching for value and silliness. Hoping that when it comes to my stock selection that those aren’t the same thing.
There are plenty of viable ideas for a value investor if you are willing to look.
There are plentiful opportunities in financials. Actually found more decently valued names than I can actually use.
Had fun digging into energy as well. Spent a day reading about refiners. I get it...that isn’t everyone’s idea of fun. Bitcoin is sexier.
Had fun digging into energy as well. Spent a day reading about refiners. I get it...that isn’t everyone’s idea of fun. Bitcoin is sexier.
I’m challenged by the communications services and IT group. Very few seem appealing. Those that are cheap don’t actually grow. I may remain underweight or no weight in those.
That spells career risk to younger PMs. I’ll live with that.
Thus far my main sources.....
That spells career risk to younger PMs. I’ll live with that.
Thus far my main sources.....
of ideas are one or two trusted voices and my Value Line....which always speaks softly.
I’m set up for a year that could surprise many. Will it happen or will we see FANG forever? Beats me. I trust Twitter to keep me retroactively informed.
Good Luck from the ranch.
I’m set up for a year that could surprise many. Will it happen or will we see FANG forever? Beats me. I trust Twitter to keep me retroactively informed.
Good Luck from the ranch.
