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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portfolio structure

The pitfalls of a sector rotation strategy

  • by Rodney Smith
  • Posted on August 30, 2020August 30, 2020
  • Part 7: Building and Managing a Portfolio

Investing based essentially on the business cycle outlook is a fools’ game.

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How to identify great companies to invest in – Part l

  • by Rodney Smith
  • Posted on March 22, 2020January 17, 2021
  • Part 6: The Hallmarks of Superb Businesses

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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