Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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principles of operation

Watchlists can be a waste of time

  • by Rodney Smith
  • Posted on January 22, 2023January 23, 2023
  • Part 7: Building and Managing a Portfolio

But I am not building up a baseball bullpen of game-ready companies

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Scatter shot estimates of fair value

  • by Rodney Smith
  • Posted on July 3, 2022July 5, 2022
  • Part 7: Building and Managing a Portfolio

A group with a high anchor were prepared to pay three times as much for the same wine as a group with a low anchor

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Active investing is an oxymoron

  • by Rodney Smith
  • Posted on June 5, 2022June 5, 2022
  • Part 7: Building and Managing a Portfolio

Inactivity strikes us as intelligent behavior

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Superior investment performance – what it takes – part 2

  • by Rodney Smith
  • Posted on April 17, 2022October 16, 2022
  • Part 3: Thoughts for the Individual Investor

As an individual investor I have to recognize that I am unlikely to think of something the brains of Wall Street haven’t thought of, or see things the brains of Wall Street have missed, or have insights they don’t possess.

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Which is more important, stock picking or process?

  • by Rodney Smith
  • Posted on September 19, 2021September 19, 2021
  • Part 4: Principles of Operation

You may be the greatest stock picker in the world, but if you follow the wrong investment process/ the wrong investment style/ wrong Principles of Operation your investing will not be successful.

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Losing the winning game

  • by Rodney Smith
  • Posted on August 28, 2021July 19, 2022
  • Part 4: Principles of Operation

The betting errors made by the subjects included over-betting, under-betting, erratic-betting and betting based on previous flips

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Which is better: top down or bottom up investing?

  • by Rodney Smith
  • Posted on June 27, 2021June 27, 2021
  • Part 6: The Hallmarks of Superb Businesses

Many investors have lost money trying to tie their fortunes to a trend such as demographics and an aging population.

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A steely eyed look at dividend investing

  • by Rodney Smith
  • Posted on June 13, 2021June 14, 2021
  • Part 4: Principles of Operation

When we dig into it, it may not perform as well as we expect; it may carry more risks than we expect; and, there is a better way.

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Bending our core investment principles

  • by Rodney Smith
  • Posted on June 6, 2021June 6, 2021
  • Part 4: Principles of Operation

Sometimes the investment climate calls for a somewhat unbalanced portfolio.

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My investment plan for 2021

  • by Rodney Smith
  • Posted on January 3, 2021January 3, 2022
  • Part 7: Building and Managing a Portfolio

Plan for the worst. Hope for the best. And don’t agonize.

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