Our Man in NYC

A random walk following one chap's attempt to become a competent investor.

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Showing posts with label Ideas. Show all posts
Showing posts with label Ideas. Show all posts
Monday, September 3

OM’s Philosophy: How Today’s Portfolio Fits

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As a follow-up to OM’s last piece on his investment philosophy and strategy, this one looks at how the current portfolio fits within that f...
Saturday, February 18

Risk, Uncertainty, Opinion and Execution

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Our Man hasn’t really written a post of substance in a while, for a mixture of good and bad reasons.  On one-hand, Our Man doesn’t really li...
Sunday, March 13

Things Our Man’s pondering

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In the words of President Eisenhower; “plans are nothing, planning is everything” - here are some of the things that Our Man’s been looking ...
Friday, March 12

Things Our Man's working on...

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Unfortunately, the last few weeks has seen numerous distractions for Our Man (primarily, the small fund he was working out closing down and ...
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