Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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Buying a stock – dating, not fully wedded

  • by Rodney Smith
  • Posted on April 3, 2022April 3, 2022
  • Part 7: Building and Managing a Portfolio

Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.

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Selling a stock – goodbye old friend

  • by Rodney Smith
  • Posted on March 27, 2022March 28, 2022
  • Part 7: Building and Managing a Portfolio

Stocks in highly cyclical industries have to be treated quite differently than other industries or sectors because of the cycles.

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Moderate risk tolerance

  • by Rodney Smith
  • Posted on March 20, 2022March 20, 2022
  • Part 3: Thoughts for the Individual Investor

One way to be adept at avoiding failure is to avoid attempting anything you might fail at

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Loving lack of visibility

  • by Rodney Smith
  • Posted on March 13, 2022March 15, 2022
  • Part 3: Thoughts for the Individual Investor

Things are almost never clear on Wall Street, or when they are, then it’s too late to profit from them.

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Random walks and butterfly effects on Wall Street

  • by Rodney Smith
  • Posted on March 6, 2022March 6, 2022
  • Part 1: The Field of Play

Movies goers will report liking a movie more when they hear beforehand how good it is

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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.

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Timing that’s not market timing

  • by Rodney Smith
  • Posted on February 13, 2022February 14, 2022
  • Part 4: Principles of Operation

Too many investors focus on “outlook” and “trend.” Therefore, more profit is made by focusing on value

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Let’s talk about what value really means

  • by Rodney Smith
  • Posted on February 6, 2022February 7, 2022
  • Part 7: Building and Managing a Portfolio

I would rather be vaguely right than precisely wrong

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DIY investors are not the patsies at the table

  • by Rodney Smith
  • Posted on January 30, 2022February 1, 2022
  • Part 3: Thoughts for the Individual Investor

The tech fund managers could only hold their noses and invest the money in whatever stock was available that fitted the description ‘tech stock’.

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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

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