Study a series of related stocks. Give each stock your absolute undivided attention – focus like you’ve never focused before (it’s fine if you can only do this for like 45 minutes at a time). Put your thoughts into writing. Bounce those...
The other day, someone I talk stocks with on Skype asked how I normally go about starting my initial research into a stock. What documents do I gather? Here’s what I said: “Basically, I start by finding the longest series of financial...
“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business. And if you have to have a prayer session...
“In lieu of (earnings per share), Malone emphasized cash flow…and in the process, invented a new vocabulary…EBITDA in particular was a radically new concept, going further up the income statement than anyone had gone before to arrive at a...
I was interviewed by Eric Schleien for his Intelligent Investing Podcast. We talked about Frost (CFR), BWX Technologies (BWXT), and Howden Joinery along with a lot of other stocks. I also mention a new website I’m working on. So, to hear...
I’ve gotten a lot of questions regarding my sales of Weight Watchers (WTW) and George Risk (RSKIA). Interestingly, literally no one emailed me about selling Babcock & Wilcox Enterprises (BW). I’ve picked out two...
Last week, I eliminated my entire position in George Risk (RSKIA). This position was about 20% of my portfolio. It is now 0%. My average sale price was $8.40 a share. My average purchase price had been $4.66 a share (back in 2010). I held...
I get a lot of questions from readers about what investing sites I use, what books I’m reading, etc. So, here are two sites and four books I’ve been spending time with lately. Websites GuruFocus: Buffett/Munger Screener I...
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