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Complete List of Blog Posts

Dry powder investing helps me stay productive

April 28, 2025 emcee Leave a Comment

Since I last wrote in March when it was nearing a 10% correction, the stock market today is clearly in a correction. By some measures, it has been a bear market (with NASDAQ down more than 20% in early April, for instance). So what would an investor do today? As in previous … [Read more...] about Dry powder investing helps me stay productive

Investing, Investing Mindset DryPowder, MyPortfolio, PublicCompanies

Recent downturns through history’s lens

March 25, 2025 emcee 5 Comments

As the market teeters at the edge of another correction (so what else is new!), as always, we stand ready to take advantage of low prices whenever they come. My dry powder coffers are now full. Over the last 12 months, I took all the cash out of my portfolio that I had invested … [Read more...] about Recent downturns through history’s lens

Investing, Investing Mindset InvestorBehavior, LongTermInvesting, MarketHistory

Make your investing an infinite game

February 18, 2025 emcee 2 Comments

I like to think of investing as a kind of an infinite game. Although it is not strictly an infinite game, I believe it has similar characteristics. So what is an infinite game? It’s a game that has no definitive conclusion. It has no finish line and no one person can be … [Read more...] about Make your investing an infinite game

Investing, Investing Mindset FamousInvestors, InvestorBehavior, LongTermInvesting

My portfolio performance 2024

January 27, 2025 emcee 4 Comments

Yes, it is that time of the year when I compare my portfolio’s performance with the market indexes. For reference, see 2023’s results here. Usually, I start with my portfolio’s one-year relative performance. But then I also follow it with my oft-repeated refrain that … [Read more...] about My portfolio performance 2024

Investing, My Investment Portfolio MyPortfolio, PublicCompanies

Why we can do better than professional investors

November 18, 2024 emcee Leave a Comment

Stanley Druckenmiller regrets selling his NVIDIA position too soon. He said recently that he wished he had held on to his NVIDIA shares, but admitted he’s no Warren Buffett: “I don’t own things for 10 or 20 years. I wish I was Warren Buffett.” I admire his candid confession but … [Read more...] about Why we can do better than professional investors

Investing, Investing Mindset InvestorBehavior, LongTermInvesting

If you wait for the robins

October 21, 2024 emcee Leave a Comment

Over the last two years, too many people bailed out on stocks because they wanted to avoid a possible recession. Peter Lynch once said: “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Economic forecasts are … [Read more...] about If you wait for the robins

Investing, Investing Mindset InvestorBehavior, LongTermInvesting, MarketHistory

Should investors prefer dividend paying companies over others?

September 10, 2024 emcee Leave a Comment

In a word, no. Why do I say that? In this post, I will share my thoughts on dividends payers. Across the universe of all publicly traded companies, I group them into three distinct buckets: (1) Companies that pay generous dividend today (>4%). Though they tend to have … [Read more...] about Should investors prefer dividend paying companies over others?

Investing, Investing Mindset Dividends, LongTermInvesting, MyPortfolio

A low-cost way to invest in alternative assets

July 15, 2024 emcee Leave a Comment

I found this book at a Costco book stand. I am not a Tony Robbins follower but a quick scan of it made me curious. So I borrowed a copy from my local library. This is not meant to be a book review though. For some good online reviews of the book, check these two links: here … [Read more...] about A low-cost way to invest in alternative assets

Investing, My Investing Journey LongTermInvesting, PublicCompanies

In defense of Musk’s pay package

June 6, 2024 emcee Leave a Comment

Back in 2018, in a blog post here, I wrote this about Tesla CEO’s pay package: While I am not sure if Tesla could ever achieve all the stated performance goals – 10x market cap increase, 21x revenue increase, 15x EBITDA, all within ten years – even if Elon achieves some of … [Read more...] about In defense of Musk’s pay package

Investing, My Investing Journey BusinessLeaders, PublicCompanies

My magnificent six stocks

May 20, 2024 emcee Leave a Comment

I just finished reading Semper Augustus’ 2023 shareholder letter. Chris Bloomstran, its well-known CIO, writes detailed annual letters. They are full of well-researched data and, while long, always make interesting read. This year’s letter was no different. About a half of it … [Read more...] about My magnificent six stocks

Investing, My Investing Journey LongTermInvesting, MyPortfolio, PublicCompanies

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