How I invest my money
What a value investor’s concentrated portfolio looks like.
portfolio structure
The best number of stocks to own
Too much of a good thing can be wonderful
Fallacies around the truth of what drives the market
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
How I invest my money
This approach has worked
An overarching portfolio strategy
In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.
The pitfalls of a sector rotation strategy
Investing based essentially on the business cycle outlook is a fools’ game.
How to identify great companies to invest in – Part l
Buffett uses Owner Earnings to judge the performance of a company and its management. He also uses Owner Earnings to assess the intrinsic value of a company.
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