Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.
Stocks in highly cyclical industries have to be treated quite differently than other industries or sectors because of the cycles.
One way to be adept at avoiding failure is to avoid attempting anything you might fail at
Things are almost never clear on Wall Street, or when they are, then it’s too late to profit from them.
Movies goers will report liking a movie more when they hear beforehand how good it is
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.
Too many investors focus on “outlook” and “trend.” Therefore, more profit is made by focusing on value
I would rather be vaguely right than precisely wrong
The tech fund managers could only hold their noses and invest the money in whatever stock was available that fitted the description ‘tech stock’.
CAPE is ignorant of interest rates