Question “I have read some of your Singular Diligence content and one of the most interesting parts of the reading are the notes that you and Quan used and published in those reports. So one of the most remarkable things that I have...
In an earlier post, I mentioned I MIGHT be buying a new 20% position this week. Here is what you guys guessed that position would be: Blog readers emailed me guessing I would buy one of four stocks this week: Howden Joinery, Omnicom,...
It’s very possible I will purchase a new 20% position this week (29% of my portfolio is in cash and 6% is in a stock I’d happily eliminate). If I do buy the stock, I’ll announce it on the paid site (Focused Compounding)...
A Focused Compounding member asked me this question: “…what are the factors we should be thinking about when assessing the bargaining power of a given business relative to its customers and suppliers?” In an earlier memo, I talked about...
Frost (CFR): 42% BWX Technologies (BWXT): 23% Natoco: 6% Cash: 29%…
Here is a blogger doing what I recommended: examining one of your past sell decisions… Blog Post: What I Learned Selling My Nintendo Stock YouTube Video: Do I Regret Selling Those Stocks? My Original Post: “Over the Last 17 Years:...
Following Amazon’s acquisition of Whole Foods and the big drop in supermarket stocks – especially Kroger (KR) – I’ve decided to do a series of re-posts of my analysis of the U.S. supermarket industry. Today’s re-post is a roughly 1,300...
Check out this video inspired by my “Have My Sell Decisions Really Added Anything” post: Video Original Post You might try the exercise of examining your own past sell decisions. If you do, feel free to email me about what you learned by...
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