2020 in Review

I started this blog to track my portfolio, write down my thoughts on various companies, and formalize my investing process. Here, I write my thoughts about each of the seven positions I hold going into 2021. The Investments Facebook Facebook is the most undervalued large-cap tech company with the brightest future. Anti-Trust Speaking as someone … Continue reading 2020 in Review

Credit Acceptance Corporation (NASDAQ: CACC)

Credit Acceptance Corporation is an auto subprime lending company. I have followed this company for a while, and I initially disliked it. However, I've realized it has been a misunderstood business that has performed well and will likely continue to do so. On August 31, 2020, the Massachusetts AG announced a lawsuit seeking $120 million … Continue reading Credit Acceptance Corporation (NASDAQ: CACC)