I started this blog to track my portfolio, write down my thoughts on various companies, and formalize my investing process. Here, I write my thoughts about each of the seven positions I hold going into 2021. The Investments Facebook Facebook is the most undervalued large-cap tech company with the brightest future. Anti-Trust Speaking as someone … Continue reading 2020 in Review
Category: Ideas
Credit Acceptance Corporation (NASDAQ: CACC)
Credit Acceptance Corporation is an auto subprime lending company. I have followed this company for a while, and I initially disliked it. However, I've realized it has been a misunderstood business that has performed well and will likely continue to do so. On August 31, 2020, the Massachusetts AG announced a lawsuit seeking $120 million … Continue reading Credit Acceptance Corporation (NASDAQ: CACC)
Cardlytics (NASDAQ: CDLX)
Rarely does a business come along that adds value, is inoffensive to all stakeholders, and has a reasonable valuation. Cardlytics provides that and more, making it my largest position both in the portfolio I share on this blog as well as my other investment accounts and those of my family. Overview: Cardlytics is a purchase … Continue reading Cardlytics (NASDAQ: CDLX)
