Today I’ve got a couple of things on my mind that I hope you’re all interested in. It’s a mixed bag so we’ll jump around a bit. If you’re a regular reader, you know the drill. Lunch What better way to start than with a quick bite. Yesterday, reader Mike and I visited Vincent in […]
Thursday Mixed Bag Read More »
I’ve written posts on dividend paying companies. I love a great American business that has been around for decades, and rewards shareholders with a check every quarter. Whirlpool caught my attention in 2020. It has brands like Whirlpool, KitchenAid, Maytag, Amana, and JennAir. It’s located in the US and has been around since 1955. Whirlpool
Patience, Expectations and Income Read More »
Today’s tribute is to Alfred E Neuman. He’s a different Neuman than the one that burned WeWork to the ground, but almost as funny. If you’re looking for entertainment on a rainy Sunday, look into Alfred E Neuman and Mad Magazine, or better yet, watch the story of Adam Neuman in WeCrashed on Apple TV+.
I wrote recently about DECIDING A COMPANY IS NOT WORTH INVESTMENT (TO ME). This is a very important concept. It’s easy to get excited about a company. In my recent post, I looked at a railroad that I had been interested in before. It was merging with another railroad, which sweetens the pot. If it
More Investments Not To Make Read More »
Yesterday’s post was a refresh of my thesis on Tesla. I own shares and with a disappointing earnings report and lots of bad press recently, I decided it was time to check in on my thesis. The usual stuff – what were the reasons I bought in the first place, do they still hold true???
Tesla…And Another Thing Read More »
I write a lot about evaluating companies and tracking performance, as well as the wealth building track record of the S&P 500, but how does a beginning investor get started buying stock? Before we jump in, a couple of thoughts. Owning Shares of a Company First, I don’t like to think about investing in equities
A Beginner’s Guide to Buying Stock Read More »
It’s hard to go a day without reading a news story about Tesla’s struggles. Yesterday was Tesla’s quarterly earnings release so we saw: I’m a Tesla shareholder, so what does this mean to me (and you)? The Media The media has turned on Elon. I won’t get into why and whether it’s warranted, but 2019’s
Thesis Check-in – Tesla Read More »
That’s a shame. But it’s true. Today’s post is a follow-on to yesterday’s post where I said that if the equity piece of your portfolio didn’t have a 24% return last year, you need to make some changes. Read it here. And to be honest, you don’t have to make changes. The responsibility to choose
Most Actively Managed Equity Funds Underperform Read More »
That’s harsh. I’m not trying to make you feel bad, but we need to dig into this. Why Do We Invest? We invest to make money. That’s it. For equity investments, we buy something today with the expectation that it will be worth more at some point in the future. For fixed income investments, we
If Your Equity Investments Haven’t Gained 24% in 2024, You Need To Make Some Changes Read More »
I talk a lot about finding great companies in which to invest my hard-earned money. But today I thought I’d talk about how I decide when a company may not be a great idea. The Idea Whether it’s an article, podcast, TV show…ideas come from anywhere. I wrote recently about Bank OZK (was Bank of
Deciding a Company Is Not Worth Investment (To Me) Read More »