Watchlists can be a waste of time
But I am not building up a baseball bullpen of game-ready companies
principles of operation
Scatter shot estimates of fair value
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
Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
Superior investment performance – what it takes – part 2
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.
Which is more important, stock picking or process?
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.
Losing the winning game
The betting errors made by the subjects included over-betting, under-betting, erratic-betting and betting based on previous flips
Which is better: top down or bottom up investing?
Many investors have lost money trying to tie their fortunes to a trend such as demographics and an aging population.
A steely eyed look at dividend investing
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.
Bending our core investment principles
Sometimes the investment climate calls for a somewhat unbalanced portfolio.
My investment plan for 2021
Plan for the worst. Hope for the best. And don’t agonize.
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