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Thursday, August 8

4th Ind. Revolution Theme: Enterprise SaaS (Part II)

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As this theme is a little complex, and more speculative than most of OM’s positions, I thought I would invert this post by starting with th...
Sunday, July 28

2019: Second Quarter Update

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Portfolio Update - 4th Industrial Revolution:  OM added a small position in the iShares Technology-Software ETF (IGV) at the very end of ...
Wednesday, July 3

Portfolio Update: New Position - 4th Ind. Revolution Theme: Enterprise SaaS (Part I)

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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...
Saturday, June 1

Things from my Newsblur; 2019 Part 3

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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 ...
Thursday, April 25

Portfolio Update: Greece is the Word!!

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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...
Sunday, April 14

2019: First Quarter Review

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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...
Sunday, March 24

Things from my Newsblur; 2019 Part 2

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