Our Man in NYC

Portfolio Update - 4th Industrial Revolution:  OM added a small position in the iShares Technology-Software ETF (IGV) at the very end of ...

Our Man has talked a lot about software over the last 12mos+, yet the theme is not in the portfolio.  This was due to professional consider...

Time for the latest edition of “Things from my Newsblur”, which is a little tech heavy.  As usual, the most investment-related stuff is at ...

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...