Guide to Investing in the Pharma Industry
Did you know the revenues for the global pharmaceutical markets in 2022 equaled $1.48 trillion? It had grown from $390 billion in 2002, a CAGR of 7%. To invest in this growing market, we need to understand the industry. This guide will cover some basics to understand the pharma industry better. Some top investors, such […]
How to Find the ADR Dividend Tax Policy of a Company in Minutes
An ADR, or American Depositary Receipt, is a simple type of share that allows U.S. investors to invest in companies headquartered outside the U.S. But the taxes for these are anything but simple. For example, the capital gains taxes for ADRs are different than the ADR dividend tax. How these tax rates affect you will […]
Handy Andy’s Lessons – Starting a Dividend Portfolio
I’ve decided that I’m going to start a few “hot tip” type blogs and call them “Handy Andy’s Lessons.” This is likely to change because I kind of already hate the name, but oh well. The first topic that I want to write about is starting a dividend portfolio. This topic came to me after listening […]
Qais Zakaria: The Investor Who Outperformed the Market by 800%
A fund called the Nomad Investment Partnership had one of the greatest 13-year runs of all-time. Started by investors Nick Sleep and Qais Zakaria, Nomad went on to return 921.1%. Compared to their benchmark, the MSCI World Index, Nomad beat it by 800%+ (performance of 921.1% vs 116.9%). How did Sleep and “Zak” (Zakaria) do […]
How Buffett’s Purchase of National Indemnity Propelled Berkshire Hathaway
Studying Warren Buffett’s past investments remains a great way to learn. Over the years, Buffett’s investments have changed, but not a ton. He still looks for great companies at a fair price, and one of his best investments that goes under the radar is his purchase of National Indemnity. National Indemnity, an insurance provider, is […]
Mature Stocks: Dead Money? Or Safe and Reliable Investments? (2 Examples)
Investors can have strong views about mature stocks; the reality is there are tangible pros and cons to these kinds of investments. In a nutshell, mature stocks refer to companies in the “maturation” phase of their life cycle with slower or saturated growth. Usually, they also have huge profits and size. Mature stocks tend to […]
Difference Between Operating Leverage and Economies of Scale
“Do you know the difference between operating leverage and economies of scale? Seriously, take a moment to define the terms clearly (I did not know the difference for a long time and see investors use the terms interchangeably all of the time).” Michael Mauboussin What a great question, and honestly, how many of us understand […]
What’s the Difference Between Revenue and Profits?
An investor must comprehend how revenue enters a corporation and transforms into profit. Here’s how it all works, including instances of unusual cost structures. Revenues and profits offer good signs for our investments, but they aren’t interchangeable terms. Both represent important factors to help us understand our investments better. Revenue growth and increasing profits represent […]
Using a Checklist to Find Five-Tool Companies
“The trick in investing is just to sit there and watch pitch after pitch go by and wait for the right one in your sweet spot.” –Warren Buffett Warren Buffett is a big baseball fan, as am I, and he uses baseball analogies throughout his writings. He likens baseball to investing in the manner that […]
How To Read Earnings Reports & What To Look For
Wall Street and investors do the earnings report season dance every four quarters. But how do we read earnings reports, and what can they tell us? Many investors spend much time reading through earnings reports to glean information. Every company that trades on the stock market must report earnings and investors comb through these reports […]
