On The Hunt For No-Brainers | Value Investing Podcast And News
I hope you’re having a good weekend and happy Memorial Day to my fellow Americans. Let’s talk about what business could look like for WarnerMedia Discovery after they merge. Call it HBO Max John …
Continue Reading about My vision for Warner Media Discovery – Call it HBO Max →
Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
Continue Reading about My 4 Step Research Checklist For Stocks Ideas →
Every day I remind myself to be a shameless cloner. I do this when I walk by the 10 commandments of investment management, which hang on my office wall. But I failed to accomplish this last year. …
Continue Reading about I am finally ready to be a shameless cloner. →
What a week. I can’t look away from the GameStop and other trades that have been going on. Beyond the financial implications, the story itself is full of all the drama. Greed, fear, rage, deception, …
Continue Reading about The GameStop story is reminding me of many lessons. →
A few night’s ago on Christmas Eve, the rest of the house was down for the night, and I was still up drinking hot chocolate, waiting for Santa, and evaluating oilfield deals. I was on Seeking …
One of the costliest mistakes that investors make is holding on to bad investments too long. This is one of the most difficult mistakes to avoid, or at least limit, because it is so tied up in …
Continue Reading about Peter Lynch Says Stay Offensive When Stockpicking →
