The best approach to choosing common stocks
“If you can look into the seeds of time,
And say which grain will grow and which will not,
Speak then to me.”
Concentrate on smaller-picture things
The small picture is its specialist technical, engineering, construction and operational skill and economic performance
My thoughts about inflation
Sensible professionals wondered if they should take up hunting and fishing
An overarching portfolio strategy
In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.
Conventional diversification makes no sense for you
I cannot understand why an investor of that sort elects to put money into a business that is his 20th favorite
Misconceptions about Warren Buffett’s approach to investing
A high ratio of price to book value, a high price-earnings ratio, and a low dividend yield – are in no way inconsistent with a ‘value’ purchase.
Chart distortions that drive me crazy
Going parabolic and other lies
Do investors need to identify and invest in future FAAMGN stocks?
Today’s FAAMGNs, that is today’s ‘vital few’, will not be the ‘vital few’ 20 years from now
Buying tactics for common stocks
We give up on trying to attain perfection or ascertain when the bottom has been reached
Investors can counter management short termism
63 per cent of respondents said the pressure to demonstrate short-term financial performance had increased over the last five years