Business and Investment Philosophy Archive

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

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

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

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

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

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Small Cap Mania, Extreme Bullishness, The $ At Support

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

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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 ...
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Living On Borrowed Time

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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A New Investment Classic

Most investment books aren't worth the paper they're written on.  Authors who have never experienced real investment success espouse the conventional wisdom: index funds, blue chips, buy and hold, etc... Every once in a while, however, ...
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