SUMMITAs human beings we all experience emotions. However, acting in the way that those emotions dictate can be one of the worst things an investor can do as it usually …
Leveraging Luck
Morgan Housel wrote an excellent article entitled Ironies of Luck which contains a great quote that states: “Luck is the flip side of risk.” This is something I’ve come to appreciate …
Oh the Stocks You Will Buy
We are entering the graduation season which of course is the time of commencement speeches. It makes me reflect on what I want my children to know about investing particularly …
How Do You Know that Management is Competent?
Management competence is a significant factor that investors should research about a company prior to investing. To be more specific, I mostly mean the CEO. Being a CEO of a …
Turning Over the Most Rocks
I’m a big fan of Peter Lynch. One of my favorite Peter Lynch quotes is: “The person that turns over the most rocks wins the game.” – Peter Lynch When I …
Trusting Management and the Limitations of Research
One of the things I have learned through my years of investing is that there are limits to the usefulness of research and there is a point of diminishing returns. …
Searching for Gold in SEC Filings
Most investors read press releases issued by the companies they own or are considering owning. However, I’m sure that many investors skip reading through SEC filings. That is a big …
Cash Is A Position
One of the biggest advantages that a retail investor has over funds is that they can be in cash. Most funds, due to their mandates, must deploy most of their …
Investing Pitfalls to Avoid
I’ve written much about what I look for in a microcap investment such as profitability, sustainable growth, and compelling valuation in the My Secret Recipe series of articles which include: …
Proposed Regulations for Retirement Accounts to Impact Microcap Investors
OTC companies represent over half of all public companies in the United States. A majority of OTC companies are microcaps. Over the past few days I learned of new proposed …
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