Here’s the core websites to learn about investing, trading and the global economy.
Please use our various resources to help you find the information and level of comfort you need to be a successful investor.
Visit our Investor Forum for ongoing research notes, ideas and interaction with other investors.
Use our library of outside website links to find great information.
Watch our periodic webcasts to get a visual on our investing thoughts.
Screening for stocks should help you whittle down to a list of companies that you can spend time studying. These basics will help you whittle out about 80% or more of the market. This will leave you with a very good chance to buy great companies at low prices.
The market is volatile. Risk is pervasive. Using simple technical tools can help you with you with your buys and sells. We are primarily position traders meaning that we seek to hold for quarters and years, not days and weeks. That is at the heart of our methodology.
Having the right resources is extremely important in investing. I’ve vetted over a hundred services and websites over two decades. Here are a simple and cheap ways to get great information and sift out the noise.
I want to be able to interact with you, answer questions and help out with managing investment positions. So, to help us connect, I am setting up a regular chat schedule that I should be able to keep most of the time (my guess is I’m on 80% of the time I say I will be).
Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
Summary Buying a stock or ETF is not just a matter of wanting to own it, it’s a matter of buying it with the lowest cost possible. Scaling in is mandatory, don’t try to buy your whole potential position all at once. Use some basic technical and quantitative indicators to help you find spots that are more likely near intermediate term price bottoms. We buy investments using a 4-step process: […]
Summary Options are derivatives and can cause your account destruction. Options are the best tool for managing risk, generating income and occasionally generating asymmetric gains. You are your own worst enemy on options by being greedy, unknowledgeable and inexperienced. Control your emotions, learn how options work, what options are for and practice trade in a paper (no money) account at your brokerage before ever using your hard earned money. “You […]
The media and financial industry talk about “asset allocation” all the time. They focus on defining it in a way that gives it precious little meaning. What’s worse, is they offer virtually no guidance in how to build or maintain your asset allocation.
“The common intellectual theme of the investors from Graham-and-Doddsville is this: they search for discrepancies between the value of a business and the price of small pieces of that business in that market… I have seen no trend toward value investing in the (65) years I’ve practiced it. There seems to be some perverse human characteristic that likes to make easy things difficult. The academic world, if anything, has actually backed away from the teaching of […]