John Huber, who writes the Base Hit Investing blog and also runs the excellent BHI Member site, did an interview over at Forbes.com. In that interview, Huber says: “(My) strategy is very simply to make meaningful investments in good...
In response to an email a reader sent about some of my recent posts on the difference between investment and speculation, I entered lecture mode… I am especially worried about the tendency among readers to speculate using the logic...
Someone emailed me asking what sources they needed to study to get better at valuing stocks. My answer was that the ability to come up with accurate valuations for public companies is overrated. Why? Because… It’s rarely important...
I got an email in response to my earlier post about the line between investment and speculation. It’s a good email, so I want to quote it in full: “Really interesting post today, but I was wondering how you would evaluate...
In a recent post, Richard Beddard mentions Ben Graham’s speech “The New Speculation in Common Stocks” and particularly how it ends with a quote from the Roman poet Ovid: “You will go safest in the middle course.” At the end of that talk,...
Someone on Twitter mentioned it’s been 32 days since I put 50% of my portfolio into a new stock and said: “I’ll reveal the name of this new position on the blog sometime within the next 30 days”. Since, I promised 30 days this time, I’ll...
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett Richard Beddard has an excellent post worrying about whether the stocks in his Share Sleuth portfolio...
NACCO (NC): $35.90 – down 11% today Cheesecake Factory (CAKE): $42.31 – down 6% today Omnicom (OMC): $66.41 Under Armour (UA): $10.58 – down 6% today (only consider “UA” shares not “UAA” shares) Hostess Brands Warrants (TWNKW) –...
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