A set of rules to develop a behavioral edge – Part 1
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.
superb businesses
Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
Profound errors in interpreting and using ROE and ROC
I find it better to analyze a company’s cash flows, maintenance capex, growth capex and free cash flow in real dollar terms and measure them against the true value of the capital management has use of
The Hullabaloo about Dividends
You should wish your earnings to be reinvested if they can be expected to earn high returns
The best approach to choosing common stocks
“If you can look into the seeds of time,
And say which grain will grow and which will not,
Speak then to me.”
Concentrate on smaller-picture things
The small picture is its specialist technical, engineering, construction and operational skill and economic performance
The impact of Millennials on the stock market
Today the Millennial generation is engaged in earning, saving and investing.
How to identify companies that make lots of money for shareholders
Economic performance focuses on effective use of the capital invested in the company
The cornerstone of investment success
Is buying with a margin of safety really the closet practice of market timing?
Financial strength – the debt equity ratio has serious shortcomings
No company under consideration will even be close to scrambling to pay its creditors.
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