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May 17, 2019 | Mohnish Pabrai is not shy to call himself a “cloner.” Every quarter, he’s the happiest when the stocks the greatest investors bought are revealed. The last quarterly update was this May 15, and you can check it out here.

April 23, 2019 | If you’re like me, you’re not only asking yourself which stocks you should own but also how much you should allocate to your best investment ideas. This question is important, especially today...

March 19, 2019 | Consider a new generation of companies like Amazon and Alibaba. Despite the enormous size of the company, Amazon grew their revenue at an annual rate of almost 30% over the past three years. Alibaba is close to 50% annually.

February 19, 2019 | Because of the current market conditions with very few great businesses trading at great prices, I recently used a slightly different approach...

January 25, 2019 | As investors, we tend to have recency bias, and with the S&P500 trading at 2,900 as recent as September, it looked appealing when it was trading at 2,500 just a few weeks ago. Don’t be fooled.

December 27, 2018 | What a month is has been for the stock market! On December 3, the S&P500 was trading at 2,790. Yesterday, before the market opened, it was trading at 2,351 — a drop of nothing less than 15.7%, only to bounce back...

December 11, 2018 | The biggest tech stocks including Google, Facebook, Amazon, Apple, and several others have nosedived recently. It’s tempting to make a comparison to the “Nifty Fifty"...

October 26, 2018 | We’re still experiencing the second most expensive stock market and the longest bull market ever recorded. This might make you think that the rules have changed and that bear markets are less likely to happen today...

September 13, 2018 | This month’s newsletter is very special. Together with our financial analyst David Flood, we have analyzed the nano-cap company MIND CTI. The market cap is less than $50M(!).