This Time Is Different
Subscribe
Sign in
Home
Archive
About
Behold the 'New Era'
Nearly a century ago, Benjamin Graham, father of value investing and mentor to Warren Buffett, wrote: One of the striking features of the past five…
Feb 10
•
Eric Bjorndahl
1
Share this post
Behold the 'New Era'
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
Latest
Top
Discussions
JetBlue / Spirit Airlines Update II
In my last post about the potential Spirit Airlines merger, I mentioned: As mentioned, the verdict for the trial is due any day now. In the event of a…
Jan 16
•
Eric Bjorndahl
1
Share this post
JetBlue / Spirit Airlines Update II
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
JetBlue / Spirit Airlines Update
A few months ago, I wrote about the potential JetBlue / Spirit Airlines merger, which the Department of Justice was challenging on antitrust grounds. At…
Jan 11
•
Eric Bjorndahl
1
Share this post
JetBlue / Spirit Airlines Update
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
2023 Performance Review
In 2023, my portfolio returned 21.76% and the S&P 500 index returned 26.29%. Cash holdings averaged 72% for the year. Personal Performance vs. S&P 500…
Jan 2
•
Eric Bjorndahl
1
Share this post
2023 Performance Review
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
1
JetBlue / Spirit Airlines Merger Thoughts
The JetBlue ( ) / Spirit Airlines () merger, which is currently being contested by the DOJ, seems like an interesting situation. It is also uncorrelated…
Nov 9, 2023
•
Eric Bjorndahl
1
Share this post
JetBlue / Spirit Airlines Merger Thoughts
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
Excess Savings
And a slight update in strategy
Nov 4, 2023
•
Eric Bjorndahl
1
Share this post
Excess Savings
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
May Update
I haven’t made many big changes since my last update, and am still holding a large portion of my portfolio in cash while I look for obvious…
May 22, 2023
•
Eric Bjorndahl
Share this post
May Update
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
Market Timing III
I thought the pandemic-fueled days of speculative excess were over, but the past few weeks have put that premature notion to rest. Just a few examples…
Jan 23, 2023
•
Eric Bjorndahl
2
Share this post
Market Timing III
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
See all
This Time Is Different
Thoughts on investing
Subscribe
This Time Is Different
Subscribe
About
Archive
Share this publication
This Time Is Different
thistimeisdifferent.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts