Our Advice
Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings. Through our missives, quarterly newsletters and appearances in the media, we provide advice on how to avoid stock market failure.
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Aesop’s Marathon
Warren Buffett and Charlie Munger always refer to Aesop as the originator of investment logic. His first dictum was “a bird in the hand is worth two in the bush.” His second dictum...
⟶ Keep ReadingEnergy Bandwagon and Bankers
[...] As Buffett has said a multitude of times, “price is what you pay, value is what you get.” In 2014, you didn’t get much value at those prices as the bandwagon was...
⟶ Keep ReadingBlithe Stock Market Spirits
[...] Unless something bad happens to our very defensive list of relatively unpopular value-oriented names in the next two months, we could have the best year of the nearly 14 years of our...
⟶ Keep ReadingBond Market Education
[...] Therefore, based on history, what could happen as the bond market adjusts to much higher permanent rates of inflation as 90 million millennials replace 65 million GenXers in the key 30–45-year-old age...
⟶ Keep ReadingThe Gestalt of the 2020’s
Today’s atmosphere is one that we rarely see as investors. This is not like junk bonds in the 1980’s or the run up in Valeant Pharmaceuticals and the other generic drug companies in...
⟶ Keep ReadingZuckerberg’s Choice
We have entered the phase when the body politic and public opinion are aware that Facebook is disturbing our society. This is very important to us as investors, because the big tech companies...
⟶ Keep ReadingAesop’s Marathon
Warren Buffett and Charlie Munger always refer to Aesop as the originator of investment logic. His first dictum was “a bird in the hand is worth two in the bush.” His second dictum...
⟶ Keep ReadingEnergy Bandwagon and Bankers
[...] As Buffett has said a multitude of times, “price is what you pay, value is what you get.” In 2014, you didn’t get much value at those prices as the bandwagon was...
⟶ Keep ReadingBlithe Stock Market Spirits
[...] Unless something bad happens to our very defensive list of relatively unpopular value-oriented names in the next two months, we could have the best year of the nearly 14 years of our...
⟶ Keep ReadingBond Market Education
[...] Therefore, based on history, what could happen as the bond market adjusts to much higher permanent rates of inflation as 90 million millennials replace 65 million GenXers in the key 30–45-year-old age...
⟶ Keep ReadingThe Gestalt of the 2020’s
Today’s atmosphere is one that we rarely see as investors. This is not like junk bonds in the 1980’s or the run up in Valeant Pharmaceuticals and the other generic drug companies in...
⟶ Keep ReadingZuckerberg’s Choice
We have entered the phase when the body politic and public opinion are aware that Facebook is disturbing our society. This is very important to us as investors, because the big tech companies...
⟶ Keep Reading
