Four Things to Know About the Potential Disadvantages of ETFs
There’s no denying that ETFs, or Exchange Traded Funds, have revolutionized the world of investing and made it cheaper, easier, and safer than before. While the advantages of ETFs are many, there are also some sinister disadvantages to ETFs which can creep up on unsuspecting investors. ETFs are essentially baskets of stocks. One popular ETF […]
Can You Get Rich Only by Sector Investing?
I feel like the debate of sector investing is one that has lasted ages and so many people have different opinions on the practicality of it. Truthfully, I think that investing in a particular sector that is primed for a rebound makes a ton of sense, but there’s also some risk involved. For the most […]
How to Find Acquisition Candidates – Two Perfect Real Life Examples
M&A can be a huge value driver for both the acquiror and acquired if it unlocks larger future growth or leads to synergistic cost efficiencies. Add the fact that simple a M&A announcement can catapult shares of the target higher, and investors are incentivized to identify acquisition candidates and invest in them. The problem with […]
Warren Buffett’s Special Situation Investing – A Best Kept Secret
Some of the greatest value investors of all-time have used special situation investing to attain superior returns in the stock market. The average investor can also find opportunities in special situations, usually by combining it with stocks that are cheap. I mentioned Warren Buffett, and I think most people actually aren’t aware that he used […]
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 […]
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 […]
