This Time Is Different
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Quick Update
I don’t have much new to say, but thought I’d jot down a quick update, if only to emphasize that nothing much has changed on my end, and to commit my…
May 23
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Eric Bjorndahl
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Quick Update
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January 2025
2024 Performance Review
In 2024, my portfolio returned 11.16% and the S&P 500 index returned 25.02%.
Jan 1
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Eric Bjorndahl
3
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2024 Performance Review
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October 2024
Travels in China
I just returned from a three-week trip to China, part of it spent taking Chinese language classes in Shanghai on my own, and part of it spent traveling…
Oct 3, 2024
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Eric Bjorndahl
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Travels in China
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February 2024
Behold the 'New Era'
Nearly a century ago, Benjamin Graham, father of value investing and mentor to Warren Buffett, wrote:
Feb 10, 2024
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Eric Bjorndahl
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Behold the 'New Era'
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January 2024
JetBlue / Spirit Airlines Update II
In my last post about the potential Spirit Airlines merger, I mentioned:
Jan 16, 2024
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Eric Bjorndahl
1
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JetBlue / Spirit Airlines Update II
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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.
Jan 11, 2024
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Eric Bjorndahl
1
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JetBlue / Spirit Airlines Update
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2023 Performance Review
In 2023, my portfolio returned 21.76% and the S&P 500 index returned 26.29%.
Jan 2, 2024
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Eric Bjorndahl
1
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2023 Performance Review
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November 2023
JetBlue / Spirit Airlines Merger Thoughts
The JetBlue ( ) / Spirit Airlines () merger, which is currently being contested by the DOJ, seems like an interesting situation.
Nov 9, 2023
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Eric Bjorndahl
1
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JetBlue / Spirit Airlines Merger Thoughts
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Excess Savings
And a slight update in strategy
Nov 4, 2023
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Eric Bjorndahl
1
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Excess Savings
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May 2023
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
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Eric Bjorndahl
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May Update
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January 2023
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.
Jan 23, 2023
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Eric Bjorndahl
2
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Market Timing III
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2022 Performance Review
In 2022, my portfolio returned 5.78% and the S&P 500 index returned -18.11%.
Jan 1, 2023
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Eric Bjorndahl
2
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2022 Performance Review
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