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 SEC.gov. 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 […]

Starting an Investment Firm: LLC, Limited Partnership, or Incorporate?

As an investor for over 9 years and LLC co-owner for over 5, I’ve thought a lot about utilizing my passion for investing in the most optimal way. Maybe you’re thinking of starting an investment firm, wanting to invest on your own or on behalf of others.  Well, there’s so many ways to do it, […]

Understanding Why a Company may Decide to Complete a Share Buyback

Companies will often take part in a share repurchase program. However, the reasons for the share buyback are often unknown and can lead to different outcomes. Have you read a company’s quarterly update or listened to their earnings call and heard of a plan for stock buyback or a stock repurchase? When you take a […]

What is a Def14A Statement and Why is it Important for Investors?

Did you know that Warren Buffett made $380,000 in 2020, which $100,000 was his salary, and the balance was security protection for him and his family? He received zero in bonuses, stock options, and stock. That’s right, one of the richest people in the world receives $100k a year, mind-boggling. How do I know this? […]

How It’s Possible to Begin Investing With No Money

Although it’s not easy to start investing with no money, it certainly isn’t impossible. Keep reading for tips to start your investment accounts now! There is one saying that you hear many people allude to, and that is, “it takes money to make money”. And while that may be somewhat true, it doesn’t mean you […]

Is Value Investing DEAD?? The 2 Reasons YES… and The 2 Reasons NO.

With growth investing absolutely destroying the market lately, people are wondering if value investing is dead. After all, the post-internet economy is much different than the pre-internet, value “hey days”. Just look at the biggest and most popular stocks—Facebook, Apple, Netflix, Google… and don’t forget Amazon and Microsoft. All of those have several things in […]