On The Hunt For No-Brainers | Value Investing Podcast And News
Today I sold all of my remaining Seritage Growth Properties stock. It was a 7% to 8% position in the After Dinner Investor portfolio and for me personally. I decided to sell for a few reasons which …
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My bias is to try and hold wonderful businesses forever. In that spirit, I've created this wonderful business holding checklist to help slow me down when I think about selling a wonderful business. …
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My investing skills have improved exponentially since I started this journey as the After Dinner Investor in 2018. The skill growth is mostly due to the low starting point. Even though I could talk …
A couple of years ago I found a new Superinvestor that I decided to follow and potentially clone. His name is David Abrams. I think I saw he was a 10% owner in some company I was looking at and then I …
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I don't like stock screeners. My preferred method of finding breakout stock ideas is to screen everything manually by flipping through every stock that exist, starting with the A's. Of course this is …
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Comfortability drives my investing allocation decisions. The more comfortable I feel in terms of understanding a business, the margin of safety, and the risk vs reward prospects, the more willing I am …
