Articles
Random Thoughts on Apple
Random thoughts on Apple stock analysis: why being contrarian feels uncomfortable, and why love or hate always comes at a price.
World Leaders Are Taking Investors Down A Dangerous Economic Path
World leaders are steering investors into danger: Europe’s fractures, China’s debt bubble, and Japan’s stagnation cloud the global economic outlook.
New iPhones Are Not Enough
New iPhones won’t save Apple stock future, mature products, stretched valuation, and no Steve Jobs–like genius leave big questions ahead.
The World Is Becoming Desperate About Deflation
Negative rates reveal global deflation risks, central banks' desperation signals weak growth, rising debt, and fragile economic recovery.
Perspective
Every day my father forwards emails to friends and relatives. I discovered that my perspective on my father’s emails had completely changed.
SoftBank’s Big Plan For A Smarter Internet Is Brilliant
Masayoshi Son’s $100B SoftBank Vision Fund is a bold bet on AI, IoT, and a smarter internet that could redefine our future.
Don’t Blame Amazon for The Ice Age in Retail
I was on Fox Business discussing why Amazon should not be blamed for all the troubles in retail-land.
Why Amazon Will Not Kill This Business
Amazon grocery retail faces big hurdles: habits, perishables, and low margins. Tesco shows why this business isn’t so easy to disrupt.
It’s Not Just Amazon’s Fault
It’s not just Amazon. Retail industry challenges stem from phones, health care, fashion shifts, and too many stores chasing shrinking wallets.
The Warren Buffett & Charlie Munger Show
At the Warren Buffett and Charlie Munger Show, tens of thousands gather for lessons in investing, wisdom, and wit from two icons of finance.
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.
