Newsletters2025-01-04T07:54:08-05:00

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Investing Bias

January 05, 2023 | Last year, at the Daily Journal's annual meeting, Charlie Munger expressed how common it is to become envious of others.

Spoiler Alert

January 04, 2023 | What is mean reversion, and how does it impact an investor's returns?

Stay the Course

January 03, 2023 | Warren Buffett once said, "If you aren't thinking about owning a stock for 10 years, don't even think about owning it for 10 minutes."

Amazon of China

January 02, 2023 | Know about the Chinese super-company Alibaba, and find out why so many famous value investors closely follow the 'Amazon of China.'

Kicking Off 2023

January 01, 2023 | Today, we'll be discussing the power of strong friendships and a "cheat code" for life.

Dud Year

December 30, 202 | At last, stocks have completed a rough year with a dud as the most challenging year in more than a decade ended with another red day.

Global Barter System

December 29, 2022 | The financial systems in these developed, Western countries are comparatively secure — most people have access to well-regulated and insured bank accounts, and the currencies are the most stable on earth (even with recent bouts of inflation).

Sea Change

December 28, 2022 | Marks explains that the investment world may be experiencing the third major "sea change" of the last 50 years. In recent years, especially amidst the spike in inflation and the Federal Reserve's response, the market conditions that prevailed during the post-GFC (Global Financial Crisis) period and for much of the last four decades are seemingly reversing.

Forgotten Continent

December 27, 2022 | Despite the traumatic year most of us have experienced in our portfolios, some African countries are raking in new investments.

Chocolate Block

February 17, 2024 | A heartwarming story out of the nation’s capital: After her father was diagnosed with cancer, a young woman began collecting and donating books for kids undergoing their own cancer treatments.

Share the Wealth

February 16, 2024 | Private equity (PE) doesn’t exactly have a stellar reputation for treating employees well. Instead, buyout deals usually spur strict cost-cutting and layoffs, providing strong returns for investors in PE funds.

Finance 101

February 15, 2024 | Baylor University is a private, Christian university about 95 miles south of Dallas, with strong athletic programs. But now, it’s getting known for its stellar endowment performance.

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