My name is Silence Saunders and this is my almanac.
Not your grandpa’s almanac with trivia about stars, crops and tides.
This is my online investing journal, the place where I write down my thoughts and occasionally unearth asymmetric ideas that might generate some serious alpha.
Now, a few house rules stating the obvious…
What not to expect:
Overlaps between Jimmy Cramer’s portfolio and mine (so help me God).
Real boring, “no but this is as much about family legacy as about making money” ideas. I’ll leave these to the 7% CAGR purists.
Companies I have no or limited interest in: a circle of competence is cool but a circle of appetence is my true jazz.
What you will find here:
Regular comments on the pebbles I am looking at.
Short-ish write ups on boulders that I either own or covet.
Occasional random walks about investing-related topics.
Alright, welcome to my casbah…
And here comes the fun button:
