The Coffee Can Investor

The Coffee Can Investor

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May 2025

Rotating Out: Closing the VEU trade
Some profit booking; Retrospective on some profitable posts
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Coffee Can Investor
Walgreens goes private, Kohli bows out, and small-cap scams stay evergreen
Permanent Losses (and Other Uncomfortable Truths)
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Coffee Can Investor
Updates on Harley and the Portfolio
Capital Allocation and Concentrated Bets
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Coffee Can Investor
NYSE:BRK.B: Passing the Baton, Holding the Line
Reflections on Berkshire Hathaway’s 2025 Annual Meeting
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Coffee Can Investor
1
What Just Happened? April’s Markets in Rewind
A 30-day rollercoaster brought us full circle. But should we treat it as a return to normal — or a warning shot?
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Coffee Can Investor

April 2025

Skin in the Game
Employee stock options & Asymmetric bets
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Coffee Can Investor
Buying in the Lull: Thoughts on Harley, Lenovo, and Stellantis
Good businesses worth watching
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Coffee Can Investor
1
Money, Life, and Staying the Course
A practical framework for financial peace—without chasing fads
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Coffee Can Investor
Real returns is all we need to stay the course
With market throwing tantrums, fell blessed with what you get
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Coffee Can Investor
Tariff Tantrums and Market Whiplash
10 Observations on Volatility, Momentum, and Staying the Course
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Coffee Can Investor
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