Wall Street Bear – Friend or Foe?!

One of the most dangerous things in the investing world is dealing with a Wall Street Bear. If you’re like me and a total CNBC addict, then chances are you’re going to hear all different sorts of opinions, but seriously – the Wall Street Bear is the worst! Investopedia says that, “A bear is an […]

Should Investors Care if a Stock gets Delisted?

With all the fanfare going on in the news about Chinese stocks being delisted from U.S. exchanges, many investors are currently wondering what will happen to their shares… Don’t fret, a stock holding being delisted is not the end of the world, especially for small retail investors with little need for liquidity. This article will […]

Improving a Company’s Efficiency with Supply Chain Network Optimization

If you have ever seen an episode of Shark Tank, I guarantee you have heard the sharks bring up questions like, “what do you need us for”. And I feel like the top three answers are always the contacts, the leadership, and the assistance in their supply chain network optimization. It’s not hard to find […]

Common Sizing, Time Series and Cross-Sectional Analysis – CFA Level 1

Common sizing, time series, and cross-sectional analysis are fundamental tools for every investor’s toolbox. Both common sizing and time series analysis will help investors understand a business better in terms of profitability, asset and capital needs, as well as spot business trends. Such data can then be used to compare a company to industry competitors […]

The Roles, Levels, and Salaries of C Level Management Explained

C level management, or the C-suite, includes all the top managers of any company such as Microsoft, Berkshire Hathaway, and Tesla. The C level management is responsible for the business’s direction and the decisions that affect the company in its entirety. There are many different roles within the C level, with each role playing its […]

Handy Andy’s Lessons – 5 Tips to Becoming a Great Stock Picker

So, you’re ready to make the move up to the big leagues and become a stock picker?  That’s what I like to hear!  Honestly, it can be stressful to invest in individual companies, but I am here to help try to eliminate some of the stress of the unknown for you. What do you think […]

The Market Is Crashing! Am I In Danger of a Margin Call Watch?

Recently I wrote an article about investing with margin and honestly, when I was done with all of my research and writing, I actually convinced myself to open a margin account.  While some of the math and numbers behind it certainly can be enticing, the potential for a margin call watch to be placed on […]

Looking to Invest in Emerging Markets? Start with the MSCI World ETF (ACWI)!

If you’re coming here from my blog post about Global Equities Momentum to learn more about a MSCI World ETF, welcome!  If not, I highly recommend checking it out so you understand how the proper utilization of this ETF is so incredibly important! Basically, Global Equities Momentum (GEM) relies on the utilization of three different […]

Time to Settle the Debate – Are We In An ETF Bubble?

One thing that I have heard many times before is that we are in an ETF bubble.  Personally, I kinda see both sides of the coin on this topic, but I know that it’s something that we should really think about it when we’re investing. First off, what is an ETF?  Per Wikipedia, it is […]

Expanding Your Circle of Competence by Investing in Cloud Stocks

Pre-2020, cloud stocks were never anything that I really even looked at investing in.  The numbers just absolutely never made any sense to me but we have just seen some massive returns in 2020 and it’s made me think – is now the time to invest in cloud stocks? Like I mentioned, the math just […]