Huntington Ingalls is a US military shipbuilder (I believe in the right to defense, but am a non-interventionist). In short, the businesses has a record of good management, a solid backlog of projects, and is the sole designer and builder of nuclear-powered aircraft carriers in the US. I had assessed Hunting to be of… Read more
Category: Portfolio Lessons & Reflections
Huntington Ingalls (NYSE:HII) and My Descent into Madness
Huntington Ingalls is a US military shipbuilder (I believe in the right to defense, but am a non-interventionist). In short, the businesses has a record of good management, a solid backlog of projects, and is the sole designer and builder of nuclear-powered aircraft carriers in the US. I had assessed Hunting to be of… Read more
Lessons from Owning Lundin Mining (TSE:LUN)
I bought Lundin Mining last summer. Being an amateur now, I can tell you I was an even bigger amateur then. This company represents the part of me that existed at that time that was convinced that paying for future earnings was a good thing. In other words, I was a rampant speculator. I bought… Read more