We’ve split up our blog into an “Investment Ideas” Blog and a “Commentary” Blog. Previously, we’ve published our blog postings in the form of a long, in-depth investment idea on an approximately monthly basis.
We’re going to continue doing that, under the Investment Ideas section of our website. In addition, we’re going to gradually a ramp up a “Commentary” blog, whereby we provide general commentary on investing, industry trends, interesting investment situations, unusual corporate transactions, etc. Our Commentary blog will often not be related to any underlying investments, and will act as more of a free-form forum by which we can share research and insights that are not related to specific investments that we have made…
