Adventures in Financial Analysis

My continuing journey into the world of finance.



Is Your Thrift Savings Plan Optimized?

“What should I do with my Thrift Savings Plan?” I get that question all the time. If you don’t know what the Thrift Savings Plan is, you can check out my post covering the basics of the Thrift Savings Plan… Continue Reading →

Thrift Savings Plan 101

This post will cover the basics of the Thrift Savings Plan (TSP). It is a primer for future (and previous) posts that will cover more advanced topics. The TSP is a retirement savings plan that allows contributions and investments to… Continue Reading →

Portfolio Risk Management and the Norden Bombsight

Portfolio risk management is similar to the Norden Bombsight. What is the Norden Bombsight, and what do I mean exactly? The Norden Bombsight was an engineering triumph; an analog computational device that allowed American bombers in World War II to… Continue Reading →

Aftermath of a Strangle

Last week I posted about a strangle I placed on JCPenny. This week it is time to add up the cost of my education. My call option expired worthless. I sold my put option for $33. Altogether, my education cost… Continue Reading →

Anatomy Of A Strangle

In an attempt to get a more well-rounded education while on my CFA level 3 adventure, I have executed my first ever strangle. It is one thing to read about in the CFA curriculum, but the concept becomes more concrete… Continue Reading →

Do Taxes Reduce Risk?

While studying for the CFA (Chartered Financial Analyst) level 3 exam, there is a concept I came across which is new to me. In a taxable investment, paying taxes lowers risk. Here’s the formula: σAT = σ ( 1 – t… Continue Reading →

A White Knight to the Rescue

I have been chronicling the trials and tribulations of Kreurig Green Mountain Coffee Roasters (GMCR) for almost a year now. I’ve written four posts before which are listed and linked below in chronological order: Was David Einhorn Correct All Along? Revisiting David Einhorn’s… Continue Reading →

A Kold Kall

I have blogged a few times about the struggles of Keurig (GMCR) here, here, and here. Their latest product, the Keurig Kold does not seem to be doing as well as GMCR had hoped. In the picture above, the Keurig Kold… Continue Reading →

K-Cup Implosion

Looks like I was indeed a bit premature with my revisit of Keurig’s stock (GMCR). GMCR reported their latest quarter last night, and in the after and pre-market hours investors have taken their K-cups out to the woodshed for slaughter…. Continue Reading →

Revisiting David Einhorn’s Short Play

I am not supposed to revisit Green Mountain Coffee Roasters (GMCR) until next month, but the stock has fallen off a cliff since my original post, so I thought I would take a look at it now and see what is going on. For a… Continue Reading →

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