On The Hunt For No-Brainers | Value Investing Podcast And News
In this episode I cover the news that Charlie Munger (as part of the Daily Journal's holdings) has bought Alibaba. I share my reaction to his purchase, along with my initial thoughts on …
Continue Reading about Why Did Charlie Munger Buy Alibaba? – Part 1 (Episode 42) →
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 …
Value investors and Tesla/Bitcoin. Buy/Sell review. Tesla Bulls Double Down as Stock Reaches New Heights - The Wall Street Journal …
Continue Reading about Staying Cool In A Tesla Bitcoin World (Episode 38) →
Introducing the Buy/Sell page. What it is. Why it helps. How I use it. …
Continue Reading about Why The Buy/Sell Page Makes Me Be A Better Investor (Episode 37) →
