One of the core principles of Warren Buffett’s value investing system is Circle of Competence. That is, only buy stocks whose business you understand. If you don’t understand a business, how can you analyze it and come to an estimate…
I am becoming increasingly concerned about the manic nature of this market. The latest is example is the reaction to Oracle (ORCL) earnings Tuesday afternoon. Revenue and Net Income were +12% and +8%, respectively. But there were a few wild…
The Perennial Philosophy in investing is to buy great companies and hold them for the long term. Buy right and sit tight. That is is how the big money is made in stocks. In fact, you don’t even have to…
As a value investor, one of the types of stocks you must learn to identify are value traps. These are stocks that look cheap but whose businesses are stuck and therefore the stock price is too. I personally like Best…
The consensus after Fed Chair Powell’s speech Friday morning at Jackson Hole is that the Fed will cut rates by 25 basis points on September 17. Therefore interest rates are going lower, right? Not so fast. The Fed controls the…
The market is selling off Thursday ahead of Powell’s keynote speech tomorrow morning at 10am EST at Jackson Hole. The odds of a 25 basis point cut on September 17 have decreased from 92% a week ago to 73.5% today….
When Berkshire Hathaway’s 2Q25 13F was released last Thursday afternoon revealing that Buffett had acquired 5 million shares in reeling health insurer United Health (UNH) investors piled into the stock and it likely put a bottom in on the health…
It takes a man a long time to learn all the lessons of all his mistakes – Jesse Livermore It is better to buy a wonderful company at a fair price than a fair company at a wonderful price –…
To those of you who know me I might not be a Fashionista – but I know a good looking stock when I see it. In a column for Heard on the Street in this weekend’s WSJ Meg Tanaka turned…
For years one of my favorite columns in The Wall Street Journal was Dan Henninger’s Wonder Land which he sadly discontinued after 23 years this January. So I’m taking over for the day because yesterday was a whopper! While Henninger…
Buy Right And Sit Tight
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