About

 

These are only hints and guesses, hints followed by guesses; and the rest is prayer, observance, discipline, thought, and action.

T.S. ELIOT, “FOUR QUARTETS”

What he said.  Patterns help too.  Businesses analysis can only get so far, no matter how much I think I might understand, there are too many unknowns and unknowables to expect much beyond hints and guesses.

I’m looking for alpha wherever I can find it.  Funds, individual businesses, public surplus, gigs, dumpster diving, labor, or general bargain hunting.  Through it all, I’m trying to avoid places where the outcomes are, on average, bad.

I’ll post about specific businesses, blunders, bargains, good ideas and most importantly – avoiding bad ones.

I hope I can contribute some uncommon sense.