The Right Investment Mindset when Your Stocks Are Down

When a stock you own sees a price drop, it can be very good or very bad. Very good because it’s an opportunity to buy more, or very bad because you should sell. The difference is in the impact of long term business results. When a stock drops, a lot of the time it’s because […]

How Today’s Fund Managers Perpetrate the Manic Mr. Market

The stock market is a very emotional place. Why? Because it is made up of humans beings. Fear and greed are felt and then played out, which is why you’ll see irrational bull and bear markets. Warren Buffett’s mentor, Benjamin Graham, tried to explain this phenomenon with a fictional character he called Mr. Market. Graham […]

A Beginner’s Guide to Cloud Computing

What is cloud computing? How does the cloud work? To invest in companies such as Microsoft, Shopify, Google, or Crowdstrike, we need to understand the basics of cloud computing. In today’s world, most of us use some form of cloud computing. For example, your Gmail, Hotmail, or Outlook accounts utilize the cloud. Instead of running […]

What is Minority Interest and How Do I Find It?

Acquisitions, as a part of growth, continue to play a role in the markets. Many companies use this strategy. Berkshire Hathaway, Google, and Constellation Software use acquisitions to grow their companies. Many of these acquisitions become 100% ownership for the acquirer. But many don’t rise to 100%, and how companies account for the smaller ownership […]

Commercial Paper For Beginners

“The commercial paper, when that dries up, you know, that’s just like sucking the blood out of the economic body of the United States.” Howard Warren Buffett Commercial paper’s nature makes it worthy for institutional and wealthy investors to buy direct, while smaller investors get exposure via their money market funds or brokerage accounts. Most […]

Using Porter’s Five Forces to Determine a Company’s Moat

“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.” Warren Buffett Investing in companies whose competitive landscape we don’t understand offers some challenges; we […]

Shark Tank Valuation Formulas Explained

Shark Tank is a wildly popular show with star investing tycoons like Mark Cuban and “Mr. Wonderful” Kevin O’Leary. If you’re an entrepreneur about to pitch your company to these venture capitalists, you absolutely must know your stuff, especially your numbers. The name of the game in Shark Tank is valuation, and if you watch […]

Understanding the 12 Most Common Types of Business Models

In a speech in Switzerland, Warren Buffett discussed what he means by buying businesses he understands. “We don’t look for specific sectors; we look for businesses that I can understand. When I say understand, that means where I feel that I have a high degree of confidence in my ability to see what they’re going […]

13F Filings: The Easy Way to Find Awesome Investment Ideas from the Greats

Looking for a place on the internet where you can get a detailed portfolio snapshot of the world’s greatest investors, all regularly and for free. These documents are called a 13F filing, and we can find them at Using the 13F filing remains easy and free to find what some companies your favorite investors […]

Beginner’s Guide: Value Investing, Intrinsic Value, Top Investors

Value investing is all about finding stocks trading at a discount to their intrinsic value. Investors have used this strategy for decades to find outsized returns; the very best have outperformed the market with this strategy. In a 90 year long study done by Merrill Lynch, it was determined that value stocks returned an average […]