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Is There Actually a Quality Bubble?
A little self-reflection
Mar 27
•
Larry Jamieson
10
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Is There Actually a Quality Bubble?
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5
Automatic Bank Services Limited (SHVA) - Held
Another compelling idea in Israel
Mar 24
•
Larry Jamieson
4
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Automatic Bank Services Limited (SHVA) - Held
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2
Thoughts, Readings, & Movements (portfolio & otherwise)
Housekeeping, ideas, travel, developments in the port
Mar 20
•
Larry Jamieson
6
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Thoughts, Readings, & Movements (portfolio & otherwise)
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Subscriber Feedback
Have a say
Mar 18
•
Larry Jamieson
2
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5
MSCI: A Tale of Activism & Quality Inflection
A case study in one of the best performing quality names of the last two decades
Mar 17
•
Larry Jamieson
6
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MSCI: A Tale of Activism & Quality Inflection
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Tel Aviv Stock Exchange: Thesis Developing
A few interesting turns in the road...
Mar 10
•
Larry Jamieson
2
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Tel Aviv Stock Exchange: Thesis Developing
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Leverage
Probably the most important concept in wealth creation, business, and life
Mar 6
•
Larry Jamieson
15
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Leverage
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The Modern Moody's
Where's the ratings giant headed?
Mar 3
•
Larry Jamieson
15
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The Modern Moody's
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5
February 2024
Google: Answers Answerless
The 'same old, same old' just isn't going to cut it
Feb 28
•
Larry Jamieson
3
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Google: Answers Answerless
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Weekend Reading & Thoughts
Allan Mecham's Arlington Value Capital, Hetty Green, Excess capital and what I've been doing with it (a special situation)
Feb 25
•
Larry Jamieson
17
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Weekend Reading & Thoughts
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4
Coke: The Transformation to Quality
A case study in value creation
Feb 22
•
Larry Jamieson
13
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Coke: The Transformation to Quality
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Sick day
A short notice
Feb 18
•
Larry Jamieson
5
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Sick day
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