On The Hunt For No-Brainers | Value Investing Podcast And News
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 →
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) →
