Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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value investing

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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Decisions, decisions and the current down market

  • by Rodney Smith
  • Posted on May 22, 2022May 22, 2022
  • Part 4: Principles of Operation

The intelligent investor should be interested in the possibilities of profiting from these pendulum swings. There are two possible ways by which he may try to do this: the way of timing and the way of pricing.

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Let’s talk about what value really means

  • by Rodney Smith
  • Posted on February 6, 2022February 7, 2022
  • Part 7: Building and Managing a Portfolio

I would rather be vaguely right than precisely wrong

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DIY investors are not the patsies at the table

  • by Rodney Smith
  • Posted on January 30, 2022February 1, 2022
  • Part 3: Thoughts for the Individual Investor

The tech fund managers could only hold their noses and invest the money in whatever stock was available that fitted the description ‘tech stock’.

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My thoughts about GMO’s ‘GROWTH BUBBLE’

  • by Rodney Smith
  • Posted on October 17, 2021October 19, 2021
  • Part 5: Asset Management

Using trailing twelve months earnings that are impacted by a recession is a mistake

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Growth for (value) investors

  • by Rodney Smith
  • Posted on August 8, 2021August 8, 2021
  • Part 4: Principles of Operation

Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.

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How I invest my money

  • by Rodney Smith
  • Posted on May 9, 2021May 9, 2021
  • Part 4: Principles of Operation

This approach has worked

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The false dichotomy between ‘value stocks’ and ‘growth stocks’

  • by Rodney Smith
  • Posted on April 25, 2021April 28, 2021
  • Part 4: Principles of Operation

What is ‘investing’ if it is not the act of seeking value at least sufficient to justify the amount paid?

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Misconceptions about Warren Buffett’s approach to investing

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

A high ratio of price to book value, a high price-earnings ratio, and a low dividend yield – are in no way inconsistent with a ‘value’ purchase.

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Do investors need to identify and invest in future FAAMGN stocks?

  • by Rodney Smith
  • Posted on February 28, 2021December 19, 2021
  • Part 4: Principles of Operation

Today’s FAAMGNs, that is today’s ‘vital few’, will not be the ‘vital few’ 20 years from now

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