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Tag: Inflection Investing

Argentina…

This post originally appeared in KEDM on June 4, 2023… “We originally spoke about Argentina back in October of 2021 and said to put it on your radar. We think the time has now come to load up. Let’s start with the obligatory note that we love Argentina; friendly people, beautiful countryside, great wine. We’ve […]

On Staying Liquid…

I believe investing is a game of keeping powder dry and waiting for layups. So many investors miss this lesson. They stay fully invested in middling situations for various reasons—often mental. Who cares if it is at 90% of fair value?? Recycle your capital. Why are you in a business with deteriorating numbers?? Recycle your […]

It’s JOEtime!!!

WaterColor Inn (1)

View from JOE’s WaterColor Inn Back in June of 2018, I wrote an initial piece on St. Joe (JOE – USA), owner of approximately 175,000 undeveloped acres along with assorted commercial real estate on the Florida Panhandle. My thesis was that the stock was trading at $18 and the land was worth a few times that figure. […]

These Shareholders Must All Be Stoned…

I have watched the publicly traded Canadian cannabis sector in stunned awe for the past few years. I really cannot think of a worse place to be invested. You have the basic economics of growing celery, with all the government regulation of an HMO, complete with the regulatory risk of manufacturing pharmaceuticals, with a two-tier […]

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