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 …
I Figured Out What’s Going On With Change Healthcare
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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How To Find Breakout Stock Ideas Without A Screener
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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10 Ways To Become A Better Value Investor
To some of us, value investing sounds so simple. As Warren Buffett has pointed out, this doesn't happen to everyone, but for some of us, as soon as we first hear about value investing, something …
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Lessons From Charlie Munger’s Investment In California Apartments
Turns out Charlie Munger has one more huge investment that we didn't know about, a stake in a $1.2 billion California apartment business. Bloomberg writes about Charlies investment, and the story also …
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My 4 Step Research Checklist For Stocks Ideas
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, …
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