Investors, My portfolio is always changing. When valuations go up I typically trim or sell an entire position. When they go down I aggressively average…
Good afternoon investors, What an incredible week for the “All In” portfolio. The portfolio was up 15.40% this week and currently is up 121.79% for the…
I love re-investing in companies that I have already made money and done the work on. The due diligence process is much simpler and requires more of a …
Good afternoon investors, Hope you have had a great and happy Labor Day! The month of August was an incredible month for me in terms of outperformance.…
Investors, The last company I am invested in just reported. I couldn’t be more happier with the results and the forward looking numbers. Please see my …
Good morning investors, The end of summer has arrived and fall is quickly approaching. Only four more months left of 2021 then we are onward and upward…
Dear investors, I have warned multiple times that we are in a highly speculative bubble of mania and greed. Valuations are sky high, there are a signif…
It’s extremely hard if not impossible to time the market. It’s even harder to time when a market bubble is going to pop. Sure, identifying a bubble isn…
Good morning investors, Hope you are enjoying this increased volatility in the market :) If you are worried about the volatility take this time to step…
I’ve been getting a lot of emails asking about resources I use when trying to find great investment ideas. As I have written about in the past, the mos…
The average return an investor gets in the stock market is around 10%. Beating the average index is extremely hard, challenging and almost down right i…
Dear Investors, Wanted to shoot another quick note on a recent position I have been accumulating. I view this new position as a “special situation” tha…