Newsletters2024-01-24T23:03:20-05:00

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The only thing you can control

February 7, 2022 | I want to share with you a few quotes in particular that are not inherently about stock investing at all, but could dramatically improve your results as an investor if you apply the concepts appropriately

Is Your Portfolio Ready for 2022?

January 10, 2022 | With health, many people get a checkup or physical each year. Why, then, don’t more people do this with their portfolios? Why isn’t it included with more people’s New Year’s resolutions?

In times like this

January 25, 2022 | If you are active on social media in the community known as “FinTwit” or have flipped on CNBC in the past week, you’ve likely seen that there’s a bit of panicking going on right now surrounding the stock market.

Mr. Market

May 25, 2021 | Back in 1949 when Benjamin Graham shared his concept of “Mr. Market” in his book The Intelligent Investor, cryptocurrencies didn’t exist and the financial markets were quite different than they are today.

Stock Investing Principles

May 12, 2021 | I’ve collected the best of what I’ve learned from other successful investors and added them as my own investing principles to follow. I’ve cloned ones that speak to me. I want to share those investing principles with you today.

Do You Want to Appear Smart Or Build Wealth?

May 5, 2021 | It is not to say you can’t do both — appear smart and build wealth. However, as an investor, appearing smart to the outside world can often come at the detriment of your wealth.

I Like The Trend, But I’m Not Sure About The Company…

April 14, 2021 | When it comes to the online dating industry, I tend to believe the trend and move towards online dating will continue, and likely grow. I’m interested and intrigued by a potential investment opportunity taking advantage of that trend.

Intrinsic Value Assessment: Big Lots, Inc. (BIG)

April 7, 2021 | It has a good management team, a strong balance sheet to weather a storm, and it has carved out a small niche that it operates well in. My best guess, and it’s just that, a guess, is that it will continue to do about $4-$5 billion in sales...

Let’s Go Private

December 21, 2023 | Argentina’s recently inaugurated new President, Javier Milei, is pushing forward with his reforms, now targeting state-run companies and aiming to turn them into more efficient, privately-run businesses.

Frozen Assets

December 20, 2023 | The U.S. and Europe are sitting on billions of dollars worth of “frozen” Russian financial assets, seized shortly after Russia invaded Ukraine.

Winter Is Coming

December 19, 2023 | Winter is coming. December 21st is the Winter Solstice, but for investment bankers, private equity firms, and corporate decision-makers, winter is already here (and has been for a while.)

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