This Time Is Different
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Market Timing
Cash and "market timing"
Eric Bjorndahl
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What is This Time Is Different?
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Yelp Redux
Taking another look at Yelp
Eric Bjorndahl
May 26
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When to Sell: Weight Watchers (WW) Case Study
The endowment effect, commitment bias and a brief example
Eric Bjorndahl
Apr 24
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Random Thoughts
More thoughts on #neversell and the market
Eric Bjorndahl
Mar 2
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#neversell
Common sense or speculation?
Eric Bjorndahl
Feb 27
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2020 Performance Review
In 2020, my portfolio returned 17.15% and the S&P 500 index returned 18.40%. Cash holdings averaged 40% during the year and 53% since June. This result…
Eric Bjorndahl
Jan 2
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Devil Take the Hindmost
Devil Take the Hindmost: A History of Financial Speculation, by Edward Chancellor, is an interesting read that chronicles various speculative bubbles a…
Eric Bjorndahl
Nov 17, 2020
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Yelp
Yelp (YELP) is an interesting company that seems undervalued. This might stem from a misunderstanding about the core economic drivers of the business. …
Eric Bjorndahl
Oct 15, 2020
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