Interactive Corp Idea, Portfolio Construction and Notes to Buffett’s 1977 Letter


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My Investment Thesis on InterActiveCorp

I really like InterActiveCorp (IACI). One of my biggest regrets was not buying HSN along with VVTV.

My wife actually wanted to go with HSN, but I wanted the cheap version and got VVTV.

Anyways, check out this short investment thesis on IACI.

Thoughts on Portfolio Construction

You can read about stocks and which stock to buy anywhere you click a mouse.

What you don’t get to read and think about often is on portfolio construction and asset allocation.

Wrote my thoughts a couple of times before when discussing PATH and position sizing.

Read a professionals thought on the topic.

Brief notes on the 1977 Berkshire Hathaway Shareholder Letter

Some simple notes taken from the 1977 Berkshire Hathaway letter.

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