Pauling is an asset allocation portfolio that is slowly emerging from a performance gap. Over the past few months I’ve been reworking the asset allocation mix and that work isn’t quite done yet, as readers will see in one of the following screenshots. Several asset classes are out of balance or not close to the […]
I woke up this morning to prepare breakfast and saw this interview with Derek Pilecki long/short financial investments, regional banks, non-banks and insurance by Value after office hours: Derek runs Gator Capital and he focuses on value investing in banking, insurance and finance-related companies, so it’s interesting to hear his comments on different things. A […]
Aura Minerals Inc. (Nasdaq: AUGO) (B3: AURA33) (“Aura” or the “Company”) today announced that its issuer credit rating has been upgraded by S&P Global Ratings from ‘B+’ to ‘BB-‘, with a stable outlook. On a national scale, S&P upgraded Aura’s Brazilian National Scale rating from ‘brAA’ to ‘brAA+’ and revised the outlook from positive to […]
Company: Advanced Information Technology Public Company Limited Bloomberg ticker: AIT TB Market capitalization: $231 million Background: Advanced Information Technology Public Company Limited is a major ICT System Integrator (SI) active in Thailand. The core products are turnkey network systems, software solutions (ERP, Core Banking) and maintenance services, provided to government agencies and large private companies. […]
Passive income investors might conclude that returns, at least on average, are not as plentiful as they were a few years ago. Combined with the less generous interest rates on guaranteed investment certificates and tepid returns on various exchange-traded funds (ETFs) or other funds, it could be a bit more tempting to chase returns with […]
In this article Most people think that short-term rentals start and end with Airbnb. Maybe Airbnb and VRBO, if they feel advanced. But some of the most profitable hosts I know don’t trust Airbnb at all. Entire travel platforms quietly process millions of bookings every year without ever attempting to compete directly with Airbnb. No […]
In this article After many years of back and forth, the quest to end property taxes has intensified. BiggerPockets reported about this last year eight states who weighed options to reform or completely eliminate property taxes. This year, another state has thrown its hat into the ring. Kentucky is pushing for a property tax freeze, […]
Venture capitalists often emphasize their ability to pick winners. Yet the data tells a harsher story: Roughly 90% of early-stage VCs fail to outperform a basic Nasdaq ETF, after fees. Real outperformance is limited to a small part of the top decile. The reason is not a mystery or macro circumstances. It’s a misplaced focus. […]
The interest rate on high-yield savings accounts has remained stable during the first quarter of 2026. Some banks have even increased their interest rates! As of March 2, 2026, leading online banks still offer interest rates up to 5.00% APY, but these top APYs are typically capped. This is still much better than the average […]
You’ve probably heard this sentence before: “The first million is the hardest.” I received an email about this not too long ago. “I’ve been following you since about 2019 and listening to most of the podcasts. I’ve heard that the first million in net worth is always the hardest. My wife and I are both […]