Clearly, ‘virtual’ anything will be a growth opportunity now and in the future. Companies and entrepreneurs will take advantage of the cost and productivity advantages of ‘virtual offices’ for doing business compared to the traditional brick-and-mortar approach. Companies like Davinci Virtual Office Solutions, Servcorp and Regus…to name a few…are well established and offer global services. […]
Microblogs
March 27, 2017
Market Correction?
It’s hard to argue that the ’market’ won’t have a correction at some point in the future. And, we can certainly speculate about the timing and depth of the correction. I would be interested in ideas about what a prudent investor should be doing now to protect, prepare and potentially benefit from the upcoming correction.
November 30, 2016
Fairfax/Watsa changing Strategy to Less Bearish?
Interesting news….http://news.morningstar.com/articlenet/article.aspx?id=780584
Recent Author Comments
Posted on November 18, 2020
Posted on September 10, 2020
Thanks, Travis. I'm still having difficulty finding publically traded virtual/co-op office space. IWGFF (Regus) is thinly traded so not appealing. Also, I would wait for a drop before acquiring any of the high fliers you mention.[...]
Posted on September 10, 2020
Thanks, smhon[...]
Posted on March 20, 2020
I've gone completely defensive with bond EFT's and precious metals. Wake me up when this is over.[...]
Posted on January 30, 2018
Looking forward to a piece on "Popular Religions...Good or Bad" ![...]
Posted on January 26, 2018
When vision meets reality...I wish I could post a photo I took of a Tesla charging station...20 stalls, free parking and free charging. No vehicles. Who's winning here?[...]
Posted on January 26, 2018
If you wear a foil hat, this gizmo won't be able to tell if you're a dummy.[...]
Posted on January 12, 2018
With all the analytics he has access to, maybe he knows something that he hasn't told the analysts.[...]
Posted on January 12, 2018
Why would Zee fix something that's not broken?[...]
Posted on January 8, 2018
Doesn't a pound of horseshoes weigh more than a pound of feathers?[...]
Posted on November 7, 2017
Best for buying physical bullion: apmex.com Best for third party purchase and storage of bullion: kitco.com and www.perthmintbullion.com I use them both and give them high marks.[...]
Posted on July 21, 2017
SWKS seems like a good play...nice metrics for a tech stock[...]
Posted on May 22, 2017
Thanks, Travis. PAYS (NVAFF) looks interesting![...]
Posted on May 22, 2017
Regarding PAYS...I can't seem to find the 2016 earnings drop that Travis mentions. Net income was up bigtime in 2016. What am I missing?[...]
Posted on March 8, 2017
The Miller study fails to mention tannin (another polyphenol) contained in tea has long been known to be a calcium 'modifier'. I get my tannins from red wine. Cheers.[...]
Posted on March 7, 2017
Happy Birthday! Treat yourself to the 8th Wonder of the World...visit Australia and see the Golden Gumboot...https://en.wikipedia.org/wiki/Golden_Gumboot[...]
Posted on January 4, 2017
Good info on proppants (frac sand)http://www.drillingcontractor.org/proppant-demand-operators-save-locally-sourced-sands-40180[...]
Posted on December 1, 2016
I'm still thinking the bubble will burst sooner or later. What other bearish/defensive choices are out there?[...]
Posted on November 29, 2016
FRFHR price was headed in the wrong direction. Watsa is becoming less bearish...interesting.[...]
Posted on November 3, 2016
G'Day Doc, great discussion. You mention a "95% mark-up" suggesting this is substantial. Maybe you meant 95% gross margin...as a 95% mark-up of its cost is less than a 50% GM. I spent the last part of my business career manipulating 'the numbers' and I [...]
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Maybe it's Dyesol which is now GreatCell Energy. They have been working on a PV based on perovskite for quite a while. https://www.abc.net.au/news/2011-06-30/researchers-develop-paint-on-solar-cells/2777532[...]