Stop Overcomplicating ETFs: The Only Checklist You Need
With more than 2,000 ETFs or exchange-traded funds available in the U.S. alone, choosing the right ETF might seem like picking out the best coffee at the grocery store. How do you know which one is the right one for you? ETFs have come a long way since being introduced in 1993, and there are […]
Strategic Asset Allocation: The Critical Decision for 90% of Returns
“You should have a strategic asset allocation mix that assumes that you don’t know what the future is going to hold.” Ray Dalio Today we will explore strategic asset allocation and the benefits it can offer investors. Most investors spend most of their time agonizing about what stock to buy or whether or not to […]
Mohnish Pabrai’s Stock Buying Checklist
The stock buying checklist is one of the essential tools to any investor, in my opinion, and to most, an underutilized tool. Using a checklist is a fantastic way to learn from your mistakes, plus it can help you standardize your investment process by building on your experience and what you observe throughout your career. […]
Understanding Financial Engineering For Investors
According to the Britannica Dictionary, an engineer is defined as: “a person who has scientific training and who designs and builds complicated products, machines, systems, or structures: a person who specializes in a branch of engineering” Engineering drives our modern world. From the buildings we live in to the cars we drive to the computing […]
The Psychology of Investing: Overcoming Common Behavioral Biases
Brains are important in investing. To excel in financial markets, you need to understand basic mathematics, how financial statements work, and the intricacies of business models. But what if I told you there was something 10x more important than pure smarts to succeed as an investor: your emotions. Managing your psychological state and the biases […]
Understanding Net Income Margin In Investing
As an investor, it is important to understand how much profit a company generates. However, for a beginner, it can be difficult to determine what definition of profitability to use in your analysis. Should I use gross profit? Operating profit? Net income? Free cash flow? Adjusted EBITDA? The list of financial metrics is endless, especially […]
Berkshire Hathaway – A Business Breakdown
Berkshire Hathaway, run by the legendary Warren Buffett, is a multinational conglomerate and a beacon of long-term value investing. Today’s journey will delve into the diverse portfolio, encompassing insurance, energy, and renowned consumer brands, that defines Berkshire Hathaway’s remarkable success under Buffett’s visionary leadership. Join us as we unravel the secrets of financial success in […]
Why Diversification is Important in Investing (Timeless Principle)
Diversification is important in investing because you don’t want a single mistake to destroy your portfolio. Even the best investors (and businesses) make mistakes, it’s human nature. Diversification spreads out your risk, lowering it. In this post, we will cover all you need to know about diversification: I’m sure you’ve heard the cliché that you […]
Jean-Marie Eveillard’s Investment Strategy and Roller Coaster Performance
Jean-Marie Eveillard was Morningstar’s International Stock Fund Manager of the Year in 2001. He grew Assets Under Management (AUM) to $100 billion with his flagship First Eagle Global Fund. His track record as a money manager has been incredible. But it hasn’t always been easy for Eveillard. In fact, after beating the market for 18 […]
Graham and Doddsville: A Group of the Greatest Investors of All Time
Updated 6/24/2023 “While they differ greatly in style, these investors are, mentally, always buying the business, not the stock. A few of them sometimes buy whole businesses; far more often, they buy small pieces of the business.” Warren Buffett, Superinvestors of Graham and Doddsville In May 1984, Buffett laid out everything you need to know […]
