Home » October 23, 2008 Entries posted on “October, 2008”

You are not as dumb as you think – or – Psychotherapy for Bear Markets

I wrote an article in February 2007 in the Rocky Mountain News called – “You are not as smart as you think” (see second article) that article was written to address overconfidence that we get in bull markets.  Today I’ve slightly rewritten the same article to address underconfidence of bear markets.

October 23, 2008 | Posted in Stock Analysis | Read More »

Forbes Video Interview: Dotcom portfolio

I was interviewed by Forbes in early October.  I discussed my favorite “dotcom” portfolio of stocks, here is a link to the video.

October 13, 2008 | Posted in 5 Minutes of Fame | Read More »

Thoughts about the market

Some thoughts about the market.  In today’s market you see some unbelievable opportunities.  For the first time, in a long, long time, we can actually put a full portfolio together where we don’t have to compromise on Quality, Valuation or Growth (QVG) when we pick stocks (please, please, please NOT! a solicitation).  Until recently we [...]

October 13, 2008 | Posted in Stock Analysis | Read More »

The Wall Street Transcript Interview Excerpts

I was interviewed by The Wall Street Transcript, here are some excerpts from the interview: Investing vs. speculating Let’s talk about financial stocks for a second, because I’m sure they are on investors’ minds right now. You want to be an investor rather than a speculator; at least I am talking about investing. If you [...]

October 5, 2008 | Posted in 5 Minutes of Fame,China | Read More »

Recently Commented

  • Anonymous: Great story and I admire your work. Did you marry a Russian girl? Being married to a Russian girl and...
  • Christian Rivera: Also can Walmart grow eps 15%/yr like they did from 1996 to 2006?
  • Christian Rivera: Vitaliyk, do you think Walmart will increase margins more than 50% (3.5% to 5.3%) in the next...
  • McCoy Penninger: I really enjoyed reading this.  Dead on.
  • I Need Money: So I guess is we hear Hoenig say that “the Fed should stick to its mission as lender of last...