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