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Saturday, October 19

2019: Third Quarter Update

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Portfolio Update - Added to Greece (Dislocation):  Greece is the Word …and OM took advantage of the pullback in Q3 to add yet more. -...
Wednesday, October 2

Things from my Newsblur; 2019 Part 4

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A surprisingly timely Things from my Newsblur covering a broad array of topics.   Given that, why not start with everyone’s least favorite ...
Saturday, September 21

Ptf Update: Don't cry for me (over) Argentina

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Argentina fell under the same thematic umbrella as the positions in Brazil, India and Vietnam; a relatively ‘young’ nation that had moved ...
Wednesday, September 18

Ptf Update: Themes – Vietnam, India, and Brazil

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Our Man began an update on the thematic positions but it quickly got rather wordy and overly complicated.  Fortunately he stumbled across t...
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...