Seek Microcap CEOs Prioritizing EPS Growth, No Dilution
Find a microcap CEO that is 100% focused on growing earnings per share with no/low dilution. That's a book in a sentence and a strategy that has worked for 100 years.
Wealth Requires Constantly Rebuilding Your Portfolio
New Article The portfolio that made you made money five years ago is a historical artifact. The portfolio that keeps you wealthy is the one you have the courage to keep rebuilding. https://t.co/4x8E2bMPMq
Norse Raiders' Tactics Reveal Microcap Investing Secrets
Here is a new presentation. What three centuries of Norse raiders teach us about microcap investing. https://t.co/Y2R74Vus9F
Follow Buffett’s Lead: Side‑car Investing Pays Off
Hat tip to Ron Baron. It's acceptable to hitch your sidecar to Buffett and $BRK. Baron did it by hitching his sidecar to Elon Musk early on. https://t.co/ZW7B0xDE3M H/T @mastersinvest https://t.co/OO0uWVlMOt
Discover My Top Recommended Investing Book
This week I wrote about one of the best investing books I've ever read. https://t.co/80gBuYmXRm
Long-Term Success Demands Short-Term Humility
To be right in the long-term, you must be willing to look wrong in the short-term.
Talk to Management Early to Uncover Deal‑Breaker Insights
When investing in small public companies you can’t afford to wait until the end of your due diligence to talk to management. Why? Oftentimes one management conversation unearths differential insights that make the company completely un-investable or 3x more interesting...
Lynch's “Know What
In 1977, Peter Lynch took over the Magellan Fund. In his first year the fund at 41 stocks and 343% turnover. By 1983, the portfolio expanded to 900 stocks, and by 1989 it owned 1,400 stocks. Lynch believed in "investing...
Sibling Differences Reveal Unique Attachment Needs
It’s always surprising how each of your kids are so different. My son reaches for my hand all the time. My daughter pushes it away. 😔
Youthful Voices Guard Veteran Investors From Risk Paralysis
The natural course for stock pickers is to get more negative and contrarian as you age. You develop more experience in how quickly good things can come to an end in every facet of life, business and the markets. It...
Forge Your Own Path, Avoid the Imitation Trap
Master and Apprentice The perils of imitation and the discipline of making your own path https://t.co/JTphNs0tse
Over‑prepare to Honor the Moment and Showcase Your Best
Over preparing is the key to success. It shows you respect the situation (the interview, the meeting, the presentation, the test, the tryout, etc) and it shows off the best of who you are with no regrets regardless of the...
Prioritize Business Fundamentals over Short‑term Price Predictions
The wrong mindset - "I think the stock will be up/down 10% tomorrow, next week, next month." The right mindset - "I don't care what the stock does tomorrow, next week, next month. I think the business will be worth...
Human Interaction Beats AI in Investment Edge
AI is great to supplement the investment process, but it's funny how the simple things are still incredibly useful. For example, listening live and/or participating live on earnings calls (versus reading the transcript later), talking to management 1x1, visiting management...
Balance Growth Stories with Survival Fundamentals Across Markets
In bull markets investors focus on the story and growth. In bear markets investors focus on the balance sheet and survival. The key is focusing on all these things.