As seen on:

Here is what our readers say:

"Thanks for your ideas and advice over the last few years" D.M.
"You are one of the most interesting, talented writers I know" A.G.
"I look forward to your emails. They are among the very few that pass my screen." J.C.
"The world needs more of voices like yours" B.W.
"I don't know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!" J.C.
"Thanks for your ideas and advice over the last few years." D.M.

Mister Softie, are you serious?

I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL) iPhone, is “Pink,” I lose some of my faith in the company. I know it […]

BusinessWeek Video Interview

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video).  As you will see, if you tie my hand I’d go mute.   At about the same time I talked to (here is a link to the video) about Apple (AAPL) and Jackson Hewitt (JTX). […]

Good Company vs. Good Stock

This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be […]