Blog / Investment-specific

  • Yesterday's Problems

    "...when popular or trendy ideas don't make the cut..."

  • New Realities--Part 2

    The value of just about anything marketable is usually a combination of objective as well as subjective considerations.

  • New Realities--Part 1

    "...even with a preference for “intrinsic” value, the prudent investor cannot ignore certain technical metrics, such as momentum."

  • 2020...

    Think of something you are truly good at. One of the reasons you are good at it is because your knowledge and experience enables you to override your emotions to make decisions.