Lessons From Nick Sleep P2
June 2003. - Nick noticed that investors were greatly depressed and prices were low. He saw many opportunities to make money barring a...
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How "Spawner's" Can Improve Business Value
More nuggets I've learned from the GOAT Mohnish Pabrai. He continues to amaze me with the new ideas he gets and how he easily explains...
Lessons From Nick Sleep P1
I want to cover Nick Sleep's Letter's but I won't cover them all at once for the sake of brevity. I will use a mixture of quotes from the...
Think Like An Entrepreneur in Your Investments
Mohnish Pabrai just had a very insightful (as usual) Q&A with his alma mater Clemson. Here are some points from his "Lecture" that I...
One Of Many Potential Reasons The Market Is Ignoring Risk
If you look at the crazy evaluations of numerous companies right now, it's pretty clear people are making bets that aren't taking risk...
The Making Of Euphoric Markets
I've been reading "A Short History of Financial Euphoria" by John Kenneth Galbraith. He simplifies these euphoric markets into a few key...
Charlie Munger's Equity Forecast For The Next Decade
It's no secret that when the stock market is expensive, 10 year returns after buying aren't great. In a recent Q&A Munger stated that...
Creating Your Winning Stock Watchlist
If you're starting to invest on your own, creating a watchlist of companies to follow and wait for the right price is the blueprint for...
Risk, Performance and My Portfolio YTD
I've been thinking a lot about the performance of my portfolio this year (not even a year into investing). The more I see how the market...
Improving Your Understanding Of What You Invest In
Peter Lynch wrote Beat The Street and is a monster of an investor. Not only was his performance amazing over his career, 29.2% annualized...
Why You Shouldn't Buy Tesla
I was thinking the past few days about tech stocks and how the scent of a high return can easily sway the market into creating overpriced...
Profiting From Market Risk
In Against The Gods Peter Bernstein writes about how bell curves that be used to predict pricing in the stock market. When I first read...
Unravelling Mohnish's Hidden Moats
I want to start off by saying that I'm a huge fan of anything that Mohnish Pabrai says. Why? Because he simplifies things so well a...
Sam Wyly's Interesting Life
Sam Wyly had an interesting life. From leveraging $1000.00 of his own money into purchasing some expensive hardware to billionaire and...
The origins of risk and inflation.
I'm currently reading Peter Bernstein's "Against The Gods." It's getting my mind going and thinking about how long risk has been around...
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