Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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How Warren Buffett was influenced by Philip Fisher

  • by Rodney Smith
  • Posted on March 19, 2023March 21, 2023
  • Part 4: Principles of Operation

If the job has been correctly done when a common stock is purchased, the time to sell it is – almost never

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How Warren Buffett’s approach diverged from Ben Graham

  • by Rodney Smith
  • Posted on March 12, 2023March 19, 2023
  • Part 4: Principles of Operation

Buffett analyzed companies more subjectively than Graham, and he found intrinsic value in companies, such as See’s Candies, that Graham would not have touched.

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A set of rules to develop a behavioral edge – Part 1

  • by Rodney Smith
  • Posted on October 23, 2022October 23, 2022
  • Part 2: Human Foibles and Investment Decision Making

Today everyone is fretting about inflation and the potential for a recession. Trying to decide on the outlook for these macro-economic things can be a distraction.

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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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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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There’s a time to hold ‘em and a time to fold ‘em.

  • by Rodney Smith
  • Posted on May 23, 2021August 25, 2021
  • Part 7: Building and Managing a Portfolio

The investment principles around selling losers and holding winners are one of the most important and subtle topics in investing; laden with psychological pitfalls

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Concentrate on smaller-picture things

  • by Rodney Smith
  • Posted on April 11, 2021April 11, 2021
  • Part 6: The Hallmarks of Superb Businesses

The small picture is its specialist technical, engineering, construction and operational skill and economic performance

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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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