Our Man in NYC

With OM’s position in Greece having been sized up to 20% of the portfolio (start of Q2), it deserves a post of its own!    While OM  has pr...

Portfolio Update The theme for the major portfolio changes in Q1 could easily be “Trying to save a draw from the jaws of victory”, espe...

No major updates  from Our Man, though he's (still) working on a software (Enterprise, not Consumer) thesis.  Instead, another edition o...

[Quick thing: OM changed the provider that sends these emails out, so hopefully you’re all receiving this.  I’d say holler if you’re not, bu...

Folks who know Our Man will have heard him talk about this idea at various points over the last 6-9 months.  He’s been quietly working away...

Let’s begin this year as we mean to go on, with an early edition of “Things from my Newsblur”.  As usual, the most investment-related stuff...

Portfolio Update Our Man’s working view is that things are okay despite the market’s gyrations and what you might have read.  While there...