Business and Investment Philosophy Archive

Week In Review, MJ: The Highs And The Lows, Josh Brown: “Valuation Is Junk Science”, Kiddie Technicians: Just The Beginning, Rising Commodity Prices, Rising Interest Rates, VIX Closes < 20

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Posted by Greg Feirman  ·  Comments Off on Week In Review, MJ: The Highs And The Lows, Josh Brown: “Valuation Is Junk Science”, Kiddie Technicians: Just The Beginning, Rising Commodity Prices, Rising Interest Rates, VIX Closes < 20

Josh Brown: “Valuation Is Junk Science”, MJ: The Hangover, DIS Earnings

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Posted by Greg Feirman  ·  Comments Off on Josh Brown: “Valuation Is Junk Science”, MJ: The Hangover, DIS Earnings

Extreme Speculative Behavior and Valuation, Historic Insider Selling, PG As A Contrarian Play

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Posted by Greg Feirman  ·  Comments Off on Extreme Speculative Behavior and Valuation, Historic Insider Selling, PG As A Contrarian Play

As Bullish As Bullish Gets, The Philosophical Foundation of Contrarianism & How It Applies Now, Case Study in Overvaluation: NKE

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Posted by Greg Feirman  ·  2 Comments »

The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings

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Posted by Greg Feirman  ·  Comments Off on The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffett at Sun Valley (July 1999), FDX Earnings

Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings

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Posted by Greg Feirman  ·  Comments Off on Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings

The Technicians Are Unanimously Bullish, COUP & SFIX Earnings, Pulling No Punches

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Posted by Greg Feirman  ·  Comments Off on The Technicians Are Unanimously Bullish, COUP & SFIX Earnings, Pulling No Punches

Small Cap Mania, Extreme Bullishness, The $ At Support

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Posted by Greg Feirman  ·  Comments Off on Small Cap Mania, Extreme Bullishness, The $ At Support

WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short

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Posted by Greg Feirman  ·  Comments Off on WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short

The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini

Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
Posted by Greg Feirman  ·  Comments Off on The Return of Value?, Breaking My Value Trap Habit / Mark Minervini on Leaders vs Laggards, Integrating Not Imitating Minervini