Mid Nov Market UpdateThinking about best risk reward opportunities
Week 2 - Decline and FallIdeas expressing weakness in US equities relative to ROW this week
New BeginningsHere I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year
Common Stocks and Uncommon Profits Book SummaryRote changes in revenue and earnings are less interesting than their quality and repeatability. Invest in a company with capable, honest and adaptive management entering an under penetrated market that invests its resources in such a way to give it optionality into new spaces. High quality sales organizations, and long term investments into customer support with expanding margins due to automation are the killer combination.