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Investments

The Soda Can Stove and Investing

The Soda Can Stove and Investing

My family loves the great outdoors and we try to be in it as much as our schedules allow. A few weeks ago we were able to go camping for a few days before our two boys were due back at school. We had spent the latter part of summer near Breckenridge, Colorado, so we didn't have far to go to escape civilization. Climbing 13,957 ft (4254 m) Pacific Peak was the "pinnacle" of our three-day, two-night trek, providing us wonderful 360-degree views of the beautiful Rocky Mountains. Let me tell you a short story about this trip and how it relates to one aspect of the AlphaGlider way of investing.

 

On Being Contrarian

On Being Contrarian

If you are a regular reader of mine, you will heard me refer to AlphaGlider as a contrarian investor. It’s a term thrown around quite a bit in the financial press, but you may not know exactly what it entails, why we consider it to be important and why it’s rare in practice. Hopefully by the end of this blog you will have a better appreciation of our thinking on the subject.