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September roundup
What I bought, sold, wrote, and read this month
4 hrs ago
2
1
Update: Brookfield discount analysis
Discount to Plan Value, and trends in underlying valuations.
Oct 2
10
1
2
Update: Howard Hughes accelerating monetisation
Real estate goes asset light to drive growth in insurance
Oct 1
6
7
2
September 2026
Update - IRSA bull case
Valuing IRSA if Milei’s reforms work
Sep 30
7
2
Update: revisiting my Microsoft thesis
Substantial confirming evidence within a few short months.
Sep 28
3
4
Update: Brookfield Investor Day - promises made; promises kept?
2021 investor day lookback and highlights from the 2026 day
Sep 24
21
6
9
Update: Brookfield valuation and Investor Day preview
Plan Value restated and what needs to happen for the stock to work.
Sep 15
10
7
4
Results: IRSA 4q26
Solid end to a strong year
Sep 9
5
4
Update: Helios Fairfax management call
The thesis becomes a little clearer...
Sep 4
5
2
3
Update: Howard Hughes valuation
New metrics, a major mistake, and a huge opportunity
Sep 3
10
19
4
July & August roundup
What I bought, sold, wrote, and read this month
Sep 1
7
5
2
Results: Howard Hughes Holdings 2q26
Vantage acquisition closed; insurance becomes the growth engine.
Sep 1
12
2
5
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