Strategy

Today we’re going to poke fun at conventional wisdom. Saddle up! A guy walks up to you on the street. He says he’s got a great deal on an over-valued stock. You: Conventional wisdom tells us 2 is the right answer. 1 is acceptable, and 3 is crazy talk. That’s not just me sayin’. Look […]

I’ve written a bit about covered call options here, here and here. But here’s a brief overview. I buy 100 shares of a company I like. This is the key. It needs to be a company I’d be happy holding for 5 or more years regardless of what the price does. Once I own the

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

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???

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

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

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

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