Articles
Tuesdays With Morrie
I recently read Tuesdays with Morrie for the second time, and I highly recommend it. A dying teacher is sharing life lessons with a student.
Good Companies Don’t Always Make Good Stocks
Dividend investing risks are real, Coca-Cola proves a strong brand isn’t always a strong stock when growth slows and valuations stay high.
Finding High-Quality Companies Today
Markets look stretched, but finding high-quality companies at the right price is still possible with patience and a focus on value.
What Not to Buy in Today’s Stock Market
With overvalued stocks everywhere, chasing yield is dangerous. Caution and patience matter more than fear of missing out in today’s market.
Little Moments, or How to Give a Great Speech
I was supposed to give a presentation at the GuruFocus conference in Omaha. The speech ended up being the best presentation I have probably ever given, and I have given plenty of them over the last ten years.
How To Stay Rational In the Irrational World
Subscribe to our 8-email series titled “How to Make Your Investments Succeed in the Long Run.”
Read This Before You Buy Your Next Stock
Stock investing research is essential - don’t buy based on articles alone. Test assumptions, dig deeper, and build conviction before investing.
Why Cognizant Shines Brighter as a Stock Pick
Cognizant stock offers growth, cash strength, and activist-driven upside—making it one of the most compelling picks in outsourcing today.
The Pharma Stocks We’re Buying Now
We’re buying pharma stocks - Mylan and McKesson - for their cash flows, pricing power, and growth, all at valuations too cheap to ignore.
Trump Hates Them – We Love Them
Despite Trump’s attacks, pharmaceutical stocks like Amgen, Allergan, and Gilead remain durable businesses with pricing power and growth tailwinds.
Apple vs Coke
Apple vs Coke highlights why valuation matters - great companies don’t always equal great stocks if prices ignore growth headwinds.
Amgen – Biology vs. Chemistry
Amgen stock shows why biotech beats pharma - slower patent cliffs, strong pipeline, solid balance sheet, and growth tailwinds from aging demographics.
Purchase of Allergan and Sale of Teva
Selling Teva, buying Allergan: Allergan stock offers growth, cash strength, and smart capital allocation after selling its generics business
Trump. Embracing Volatility We Are
Trump brings uncertainty, but uncertainty isn’t risk. With the right horizon and research, market volatility can be an investor’s best ally.
Life – 2017 Edition
I am not going to talk about the stock market, particular stocks, the economy, or the new president. Instead I’ll talk about life.
The Dangers of Dividend Obsession
Dividend obsession can be dangerous, focusing only on yield while ignoring growth and valuation risks turning “safe” stocks into bad bets.
The Persistent Problems of Presidential Elections
We take peaceful transfers of power for granted, yet the persistent problems of presidential elections—money, lies, partisanship—remain.
Gilead, Buy HIV, Get Hepatitis C for Free
Gilead is a paradox: a growing HIV business and a shrinking Hepatitis C market. Investors miss the balance, but we couldn’t kill GILD’s case.
Discovering Discovery
Millennials get blamed for cord cutting, but Discovery stock’s content, global reach, and Malone’s stewardship may turn fear into opportunity.
Searching for Yield?
Searching for Yield? In a world of debt, negative rates, and inflated stocks, humility and patience may be investors’ best defense.
SoftBank CEO Masayoshi Son Banks on Exponential Growth
SoftBank CEO Masayoshi Son sees exponential growth where others see risk. ARM may look pricey today, but history says don’t bet against him.
