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
Complete List of Blog Posts
Should investors prefer dividend paying companies over others?
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?
A low-cost way to invest in alternative assets
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
In defense of Musk’s pay package
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
My magnificent six stocks
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