Culture matters. I share how I evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA’s own past, I recount how running the business made me a better investor.
In investing, there are many “games to play”. There are a lot of ways to try to make money in the market, and not all of them are good, rational, or productive over the long term.
I go over why we may be entering a sideways market (I wrote two books on this subject), as well as how to invest in them.
I share a story about when four separate people asked me about “investing” in cryptocurrencies, as well as my thoughts on Bitcoin and other crypto-assets.
Finding investments to weather the storm. Strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.
Exploring the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying.
How our selling practice differs between high-growth companies with long runways for compounding and slow-growth companies.
At first, investors loved them. Then, they hated them. Now, investors have left them for dead. Oil and gas pipeline companies are anything but popular. But they are essential businesses, with rising free cash flow and substantial dividend yields.
I have a problem with both value- and growth investing demagogues. While value demagogues tend to believe any company that trades at a P/E above the market average is too frothy, growth demagogues claim that price doesn’t matter.
Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen?