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Kevin’s Newsletter
Thought on investing, decision making and whatever strikes my fancy
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Gladstone Land Corp -- Risks Part One
Risks of the Business
Kevin Bracker
1
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Gladstone Land Corp -- Risks Part One
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Gladstone Land Corp (LAND)
Overview of the Firm -- 10K Part One
Kevin Bracker
Aug 2
2
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Gladstone Land Corp (LAND)
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Why Economics Is Hard
Gladstone Land Is The Winner and a Look at Peloton Compensation
Kevin Bracker
Jul 18
2
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Why Economics Is Hard
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Luck vs. Skill
Check the Bottom of The Page Even if you are not in the mood for this week’s substack, be sure to check the last item which is going to lead to the next…
Kevin Bracker
Jul 11
4
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Luck vs. Skill
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Aggregators and "What I Do Best"
Two Stories Two stories to start the day. The first is a sad continuation of US gun culture. Again, this is not a critique of guns in general, but…
Kevin Bracker
Jul 6
5
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Aggregators and "What I Do Best"
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Arithmetic, Geometric, and Dollar-Weighted Returns and Indices
Tangled Webs of Deceit for the Unsuspecting
Kevin Bracker
Jun 29
4
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Arithmetic, Geometric, and Dollar-Weighted Returns and Indices
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Diversification vs. Diworsification
Can you have too many assets?
Kevin Bracker
Jun 15
7
3
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Diversification vs. Diworsification
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When Better is No Longer Good
How We Feel Compared to The Economy
Kevin Bracker
Jun 8
6
2
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When Better is No Longer Good
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