Ohio Capital Ideas is a private investor, investment analyst, and writer from Akron, OH. My interest in investing was first sparked by watching the tech bubble of the late 1990s and the attitude of the time that successful investing was easy. Experience has shown that investing is far from ...
more Ohio Capital Ideas is a private investor, investment analyst, and writer from Akron, OH. My interest in investing was first sparked by watching the tech bubble of the late 1990s and the attitude of the time that successful investing was easy. Experience has shown that investing is far from easy. Since then, I have spent a significant amount of time growing my knowledge of successful investing, reading about other successful investors, and managing my own family’s investments. The process of writing, as well as respectfully debating points of view through comments and messages with others, is a great aid to the investment process. The name “Ohio Capital Ideas” comes from the book
Capital Ideas by Peter Bernstein. For a period of time I wrote under the name “Capital Ideas”, but added the “Ohio” to distinguish between other commentators and newsletters using the generic term “Capital Ideas” and avoid any possibility of confusion. You can find additional writings from me at
Seeking Alpha. You can also visit a blog,
The Dust You Seldom See, in which I have collected interviews I have conducted with authors that were originally published in other publications. Some, but not all, of the interviews are economics related. Feel free to contact me regarding my research either via the platform or at ohiocapitalideas at gmail.com. Ohio Capital Ideas is not a registered investment advisor, legal or tax advisor, or a broker / dealer. All opinions expressed are from personal research and intended to be educational. You should consider your own personal situation and seek tailored professional advice if needed before making any investing or financial decisions for yourself. "Two types of choices seem to me to have been crucial in tipping the outcomes towards success or failure: long-term planning and willingness to reconsider core values. On reflection we can also recognize the crucial role of these same two choices for the outcomes of our individual lives.” -Jared Diamond
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Latest Comments
Interviews: Gerald Posner On His New Book On Pharma, The Pandemic, And The Future
I enjoyed this www.amazon.com/.../ref=dp-kindle-redirect
The Future Of Deferred Taxes
Interesting agreement from Barclay's
www.bloomberg.com/.../berkshire-boost-from-trump-tax-plan-seen-as-high-as-29-billion
Can A Stimulus Program Really Boost The U.S. Economy?
Yeah, I can agree with that. Should there be an infrastructure plan, the devil will really be in the details.
Can A Stimulus Program Really Boost The U.S. Economy?
"It is widely agreed that the stimulus package has not created any acceleration in growth."
I think you need to be a little careful of making statements such as this. I don't think there is actually widespread agreement regarding what the economy would have looked like under the actual scenario and a hypothetical scenario where there was no stimulus.
The 2009 stimulus was also largely geared towards tax relief or direct assistance to individuals. It's hard to compare that to the long term (or short term) impact of a direct infrastructure program.
Reviewing Berkshire Hathaway’s Third Quarter Earnings
I agree with you that conglomerates can be managed poorly and are more complex enterprises than more focused businesses. But, if managed well they provide a very large opportunity - the ability to expand investment options beyond those normally available. There are conglomerates with poor histories - like ITT and the others from from the 1960s boom - but there are also some examples of genuine value creation.
Reviewing Berkshire Hathaway’s Third Quarter Earnings
It's certainly a conglomerate. But why is that bad? $BRK-A