Just a quick heads up about a few posts I have planned for the next couple of weeks.
On Wednesday, December 20th, I plan to release an updated version of my Interest List. I will naturally be adding the names on which I have commented over the past couple of months (since the prior update) plus a couple or three additional names which I find to be of interest as well.
On Thursday the 21st I plan to put out short “quick take” pieces on each of those names that were added to my interest list but have yet to receive any lengthy commentary.
The following week, on Wednesday the 27th, I will be releasing my (kinda) annual report card on how my ideas have done since the last report card I released. This is only ever a snapshot of a point in time, and ideas from early in the year have had a much longer time to percolate than anything released only a couple weeks ago. It is nowhere close to being AIMR-compliant (or perhaps CFA Institute compliant) as far as measurement goes, so it should be taken with a giant grain of salt. It is, however, one way to recap what has happened over the course of the year and to comment broadly on some hits and misses.
Barring anything urgent or timely that crosses my screen over the next couple of weeks, that will likely be all the content you will be seeing from me until the new year.