All posts tagged: investing

Portfolio Spring Cleaning & New Investment Approach

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I spent a cloudy Saturday afternoon analyzing the stocks in my various brokerage accounts and decided to emerge with a clearer idea of my investment approach moving forward along with some “spring cleaning” to-dos that will consolidate my portfolio. A Bit of a Mess The best way to view my portfolio was to use Personal Capital (disclosure: referral link), which pulls in all my portfolio info from across all my investment accounts, and open up the […]

Recent Stock Buys #1: 8 Picks Including Airbnb, IAC, and Stitch Fix (Dec. 2020 & Jan. 2021)

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Intro I’m starting a series to share my stock investments and what was going through my mind when I bought them. I’m hoping that over time, I’ll be able to revisit these posts and see what I got right and what I could have assessed differently. I’m not an investment professional, so please don’t take any of these posts as investment advice. I’m simply looking for ways to get good returns while learning about businesses. […]

Reviewing My 2020 Stock Investing Activity

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I’ve had more stock trading action in 2020 alone than all the years leading up to it combined. It’s been a compressed period of learning and making mistakes. I thought it would be a good use of time to reflect on this year’s moves and ways to be a better investor in the future. Primary Catalyst The main reason I engaged in such high volume of trading activity was the sale of our condo back in […]

What If We Had Invested In the Software Companies We Use at Work?

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What if we invested in the tools we use?

Some of the companies doing well in the public markets these days are the very businesses whose software we use at Barrel. What if, instead of just paying these companies for their software, we had invested that same amount into their stock? What would that be worth in today’s dollars? Ground Rules For this experiment, I pegged the “investment date” to the day we started paying for the software. For companies that were not listed […]

My Single Stock Purchases of 2019

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I bought some single stocks this year for my personal portfolio. I’ve decided to revisit these purchases and make note of my thought process so I can do a better job the next time I decide to buy single stocks. Side note: when it comes to investing in public markets, I mostly stick with automated monthly purchases of index funds. I split some into a couple of no-fee funds from Fidelity, FZROX and FNILX. I’ll […]

Playing in the Capitalist Economy

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I came across this tweet by Gumroad founder Sahil Lavingia: Lavingia’s epic post “Reflecting on My Failure to Build a Billion-Dollar Company” on his founder’s journey is worth reading. He also openly shares the progress of the business in both a public dashboard and in tweets like this, always fascinating to see as a business owner. I wanted to save his tweet about owning capital in a capitalist economy because it made me think about […]

Investing Fundamentals

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I’ve been slowly going through all of Berkshire Hathaway’s annual shareholder letters by Warren Buffet. I love the way he writes about investing, finance, and accounting with such easy-to-understand clarity and an easygoing tone. I’ve been thinking a lot about Buffet and his Vice Chairman Munger’s approach to business, good managers, and decision-making. One takeaway is the adherence to the fundamentals, and to keep things simple and to patiently stick with an approach in a […]