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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
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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: As mentioned, the verdict for the trial is due any day now. In the event of a…
Jan 16
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Eric Bjorndahl
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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. At…
Jan 11
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Eric Bjorndahl
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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%. Cash holdings averaged 72% for the year. Personal Performance vs. S&P 500…
Jan 2
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Eric Bjorndahl
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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. It is also uncorrelated…
Nov 9, 2023
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Eric Bjorndahl
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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
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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. Just a few examples…
Jan 23, 2023
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Eric Bjorndahl
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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%. Cash holdings averaged 46% for the year. Personal Performance vs. S&P 500…
Jan 1, 2023
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Eric Bjorndahl
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2022 Performance Review
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September 2022
Market Timing II
Since my last post, various indices have come down 12-15%. Some individual stocks are down considerably more. While I would love to claim prescience…
Sep 22, 2022
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Eric Bjorndahl
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Market Timing II
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August 2022
Market Timing
After some thought, I’ve decided to exit most of my stock positions in the USA except for one relatively small and extremely unpopular company that…
Aug 16, 2022
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Eric Bjorndahl
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Market Timing
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July 2022
A Thought Experiment
Here is a simple thought experiment: In 2021, US venture capital backed companies raised $330B, roughly $180B above the average of 2018-2020 (source) VC…
Jul 23, 2022
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Eric Bjorndahl
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A Thought Experiment
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