Category Archives: [GAIA] GAIA Inc.

[EFX] Equifax

[EFX – Equifax] Investment Implications of Breach Fiasco
September 18, 2017

When an apparently moaty company eagerly renders itself the object of public opprobrium, my greed[...]

Podcast Blurbs

Podcast Blurbs [Chinese internet, Consciousness, Passive investing]
September 18, 2017

Planet Money, Ep. #647 (Hard Work Is Irrelevant) “To get a job [at Netflix] and[...]

[CB] Chubb Ltd.

[CB – Chubb Ltd] A Port in the Storm
September 13, 2017

[Re: Harvey/Irma disaster relief efforts, here are three charities that have been given top marks[...]

[SNA] Snap-On Podcast Blurbs

Podcast Blurbs [Snap-On short, Amazon black hole, Illusory self, LP incentives]
September 13, 2017

Invest Like the Best, Ep. 53 (Meb Faber – Factors, Dividends, and Angel Investing) Meb[...]

[FAST] Fastenal Quick Blurbs

[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap
September 8, 2017

[FAST – Fastenal] Fastenal’s dense branch network affords scale advantages in distribution and service relative to[...]

SAMPLE POSTS, [GAIA] GAIA Inc.

[GAIA – Gaia] Interesting Company, Less Interesting Price

Posted on by scuttleblurb

The ~$100mn float may render this jockey bet too illiquid for some of you hedge fund MoUs.  GAIA is a speculative enterprise with a questionable business moat run and 38%-owned by competent CEO/ascetic, Jirka Rysavy, who after spending years building and then paring away various businesses inside (as it is now called) GAIA, is left steering […]

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