Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks – Read by investors in over 150 countries around the world

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What it means to not lose money

  • by Rodney Smith
  • Posted on January 21, 2024January 21, 2024
  • Part 7: Building and Managing a Portfolio

People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences

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Concentration risk and the Magnificent Seven

  • by Rodney Smith
  • Posted on November 19, 2023November 19, 2023
  • Part 6: The Hallmarks of Superb Businesses

The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return

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The market can be beaten

  • by Rodney Smith
  • Posted on July 23, 2023February 4, 2024
  • Part 1: The Field of Play

He will risk half his fortune in the stock market with less reflection than he devoted to the selection of a medium-price automobile

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Investing in a permacrisis

  • by Rodney Smith
  • Posted on December 27, 2022December 27, 2022
  • Part 1: The Field of Play

The prophets of doom have overlooked the all-important factor

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Conventional diversification makes no sense

  • by Rodney Smith
  • Posted on October 10, 2022October 10, 2022
  • Part 7: Building and Managing a Portfolio

The concerns which fail are those which have scattered their capital, which means that they have scattered their brains also. They have investments in this, or that, or the other, here, there and everywhere

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Fallacies around the truth of what drives the market

  • by Rodney Smith
  • Posted on December 19, 2021December 20, 2021
  • Part 7: Building and Managing a Portfolio

The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020

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