Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

Skip to content
  • Home
  • About
  • Terms and Conditions
  • Login
  • Motherlode

Uncategorized

Have a good read while we are away on holiday

  • by Rodney Smith
  • Posted on October 17, 2022October 17, 2022
  • Uncategorized

The edge for investors is what I call the behavioral edge. You don’t need more data than everyone else. You don’t need to be smarter. You just need to master your own behavior.

Read More

The best number of stocks to own

  • by Rodney Smith
  • Posted on July 19, 2022July 19, 2022
  • Part 7: Building and Managing a Portfolio

Too much of a good thing can be wonderful

Read More

Active investing is an oxymoron

  • by Rodney Smith
  • Posted on June 5, 2022June 5, 2022
  • Part 7: Building and Managing a Portfolio

Inactivity strikes us as intelligent behavior

Read More

Have a good read while we are away on holiday for a few weeks

  • by Rodney Smith
  • Posted on April 24, 2022April 24, 2022
  • Uncategorized

This first one is timely as the stock market is currently in a blue funk

Read More

Have a good read while we are away on holiday a for a couple of weeks

  • by Rodney Smith
  • Posted on February 20, 2022April 24, 2022
  • Uncategorized

The Tags Index on the home page gives easy access to over 130 great posts on everything from Investment Psychology to Warren Buffett’s concept of Economic Goodwill vs Accounting Goodwill.

Read More

CAPE’s halo falls with a thud

  • by Rodney Smith
  • Posted on January 23, 2022January 23, 2022
  • Part 5: Asset Management

CAPE is ignorant of interest rates

Read More

My take on simplicity in investing

  • by Rodney Smith
  • Posted on May 2, 2021May 2, 2021
  • Part 2: Human Foibles and Investment Decision Making

A fancy spreadsheet will give precise numbers but can also give you a false sense of accuracy.

Read More

Misconceptions about Warren Buffett’s approach to investing

  • by Rodney Smith
  • Posted on March 14, 2021March 14, 2021
  • Part 4: Principles of Operation

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.

Read More

Why you can safely ignore market (and economic) predictions.

  • by Rodney Smith
  • Posted on December 21, 2020May 2, 2021
  • Part 7: Building and Managing a Portfolio

The last time I made any specific stock market predictions was in the year 1914, when my firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street.

Read More

Stock valuation in an age of intangible assets

  • by Rodney Smith
  • Posted on November 29, 2020December 1, 2020
  • Part 7: Building and Managing a Portfolio

About forty years ago Buffett experienced a Damascene conversion

Read More

Posts navigation

Older posts

How This Site Works

The site has two parts – Nuggets and the Investing Motherlode. Nuggets is a blog. The Motherlode is a rich resource and is only available to Subscribers (free). To subscribe, click on the Login tab or on any link within the Motherlode and fill in the form. You can also subscribe, for free, to a monthly newsletter, Nuggets of Investing Wisdom, right to your inbox.

 

Categories

Privacy & Cookies: This site uses cookies. By using the website you consent to their use, and to the Terms and Conditions described in this link, and also available from the menu bar at the top of the page. Terms & Conditions
 

Loading Comments...
 

You must be logged in to post a comment.