Writing about the future of investing in the current global economic climate is an easy way to get depressed. After all, Europe seems on the verge of disintegration; China risks…
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Process
The Importance of “I Don’t Know” The vast majority of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio. Stock…
While originally written in 2017, this article rings just as true today. We are having a hard time finding high-quality companies at attractive valuations. For us, this is not an…
I originally wrote this piece in 2017, but it continues to be relevant to this day. If you are overcome with fear of missing out on the next stock market…
We only intended to share that presentation publicly for a few weeks and already removed it. However, we encourage you to subscribe to our 8-email series titled “How to Make Your Investments Succeed…
I want to address an issue that has bothered me for a while now. When I write about stocks my musings are not recommendations but just thoughts on stocks at…
It is a new year, and my crystal ball was supposed to have become magically unfogged by the turn of the calendar. Well, I hate to disappoint you, but it…
This piece was written in the fall of 2016, but many of its core lessons remain true to this today. In some cases, moreso than when they were written. The…
I organize a conference every summer called VALUEx Vail. Vail is a quaint, beautiful, ritzy ski resort town tucked away in the gorgeous Rocky Mountains, about 100 miles from Denver.…
As investors today we feel something like a traveler preparing to drive across an unknown continent. A look in the rearview mirror tells us we should pick a race car,…