Stock Market
Howard Marks: Anatomy of a Selloff
April 25, 2020
Howard Marks: Anatomy of a Selloff
An Oct. 25, 2018 Barron’s interview with legendary and perspicacious value investor Howard Marks, can offer illuminating perspectives on the…
Warren Buffett: 4 Principles for Successful Investing
April 25, 2020
Warren Buffett: 4 Principles for Successful Investing
Though his illustrious investing career has spanned decades and his stock purchases have covered the gamut of every business sector…
Suncor Energy: A Cash Cow Selling at a Bargain Price
April 25, 2020
Suncor Energy: A Cash Cow Selling at a Bargain Price
The recent record-setting initial public offering of Saudi Arabia’s state-owned oil company, known as Aramco (SAU:2222), has grabbed most of…
Is It Safe to Buy Now? Guidance From Howard Marks
April 25, 2020
Is It Safe to Buy Now? Guidance From Howard Marks
One of the recurring topics that is discussed in many of Howard Mark’s famous memos is the concept of risk…
Virgin Galactic Investors Are Swimming in Seth Klarman’s ‘Speculative Froth’
April 24, 2020
Virgin Galactic Investors Are Swimming in Seth Klarman’s ‘Speculative Froth’
In his 2013 letter, longtime value investor Seth Klarman warned that current valuation levels of the market at that time…
Warren Buffett’s Encyclopedic Knowledge Is Key to His Success
April 20, 2020
Warren Buffett’s Encyclopedic Knowledge Is Key to His Success
Perhaps one of the least-known character traits about Warren Buffett that is responsible for his unparalleled 50 years of investment…
Seth Klarman: Embrace Your Contrarian Convictions
April 11, 2020
Seth Klarman: Embrace Your Contrarian Convictions
The Covid-19 virus-induced market tremor has tested the mettle of many investors. After a decade of investment bliss, watching…
Ben Graham, Seth Klarman and WeWork Madness
November 23, 2019
Ben Graham, Seth Klarman and WeWork Madness
The tech unicorn IPO madness that has engulfed the market for the past two years, finally came to a head…
Is Kellogg Now a Worthy Value Play?
October 18, 2019
Is Kellogg Now a Worthy Value Play?
One of the biggest concerns currently about the overall consumer staples sector is how staid and established food product companies…
Taiwan Semiconductor Outshines the Competition
December 3, 2019
Taiwan Semiconductor Outshines the Competition
The semiconductor industry is notoriously cyclical. That cycle is currently at a low point; according to the Semiconductor Industry Association,…