Yesterday (Tuesday) I wrote about a lazy trade I made on Monday. After a three day vacation from the market playing poker, working out and reading books in Rohnert Park, I was anxious to jump back in. Unfortunately, my over…
One of my core beliefs is that mistakes are the royal road to growth and improvement. While painful, analyzing one’s mistakes is the best way to learn hard lessons that will take you to the next level. Unfortunately, you never…
Tapestry (TPR) – the maker of Coach and Kate Spade purses for women – reported 4QFY26 earnings this morning. While the numbers looked good to me, the market has sent shares down 17% at the open. This gives us an…
On August 19, 2025 I wrote a blog titled “A Better Way To Play The Buffett Bottom In The Health Insurers”. Buffett had been accumulating a large position that the SEC had given him permission not to disclose. When Berkshire…
Conagra (CAG), the food manufacturer, is one of the cheapest stocks in the market ahead of its 4QFY26 earnings report Wednesday morning. In fact, due its declining market cap, the stock was removed from the S&P 500 two weeks ago…
I was listening to the Nike (NKE) conference call about an hour ago, waiting for them to give their next quarter revenue guidance. When the CFO forecast a low to mid single digit decline and said that the revenue inflection…
One of the most common and misleading stock market metrics is the Price to Earnings or P/E ratio. Value investors frequently focus on this metric in their search for cheap stocks. Indeed, too many investors put too much emphasis on…
Most investors with a fundamental bent focus on the income statement. We want to know how fast a company is growing, what its margins are and how much money it’s making. This makes perfect sense. But the income statement consists…
My personal investment style is to look for long term secular trends that put the wind in the sails of an industry and then find the best companies in those sectors to invest in. The pet industry is one of…
There is very little interest in Nike (NKE) right now due to another difficult quarter Tuesday afternoon that has resulted in the stock having lost ~3/4 of its value since late 2021. While I have been following NKE for 2…