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Patience and More Patience

This market requires patience and more patience. Identify high quality companies you want to own, determine at what price and wait. That is what I’ve been doing. Also, since profit margins are hitting all time high, the “E” in the P/E equation is very deceiving. Earnings in many cases have been tremendously overly stretched to [...]

March 3, 2008 | Posted in The Process | Read More »

Recently Commented

  • Capitalistic: Great article.
  • Mike Derbyshire: With respect to your last line – yes – anyone can make a mistake – however –...
  • jason klein: Good article. Your book rocks.
  • David: Vitaliy, As a firm that currently does not own AAPL for clients, I thought this was an excellent article....
  • goatwig: Great piece except the part about “short run stock movements are random and require no skill to...

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