How to Start Your Own Pinchot Retirement Plan
NOTE: To avoid having to reply to everyone individually, I have created a FAQ regarding the Pinchot Plan. Our recent article entitled “What the Heck is a Pinchot Plan?” probably left out a lot of...
View ArticleHow to Build an Extreme Retirement Plan
A recent, lengthy email that hit our inbox promised that an “Extreme Value” retirement plan which uses a “unique and little-known investment strategy” would double or triple our money with low risk....
View ArticleWhy Wall Street Values Earnings
Wall Street Analysts seem to be focused on Earnings, Earnings Estimates, and Earnings Reports – sometimes obsessively so. It’s often hard for investors to understand why; surely there are other factors...
View ArticleFactoring Current Assets – Cash, Accounts Receivable and Inventory.
Roy Anderson Foulke, a prominent economic statistican observed in 1945: “The classification of current assets is undoubtedly the most important classification in a balance sheet, as current assets...
View ArticleJust How Important Is Brand Equity?
Brand Equity is an intangible asset, but possibly one of the most important ones in value investing. Companies with strong brand equity, usually those that have been building brand equity for years via...
View ArticleOn Selling – Some Thoughts on When to Fold ‘Em
Much is made of stock buying strategies, but the truth is nobody makes a dime from their investments until they sell. Selling stock is easy – knowing when to sell maybe not so much. Or is it? It...
View ArticleHow to Become a Great Investor
We all want to emulate Buffett, Graham, Klarman, Ruane, Greenblatt et al. Their success as value investors is not in doubt. But how did they achieve it? I recently read several related books: “Bounce”...
View ArticleLULU’s Lemons – Seeing Through the Product Recalls.
In March, Lululemon Athletica recalled 17 per cent of its stretchy black yoga pants made from a fabric called “Luon” because they were apparently too revealing in certain yoga poses. The recall was...
View ArticleA Calendar, a Calendar! Look in the Almanac
“A calendar, a calendar! look in the almanac; find out moonshine, find out moonshine” - Shakespeare: A Midsummer Night’s Dream Calendar based Investing can be extremely profitable with the correct...
View ArticleBook Review: The Manual of Ideas – John Mihaljevic
The Manual Of Ideas: The Proven Framework For Finding The Best Value Investments. John Mihaljevic. Wiley, 2013. Many books have been written on Value Investing over the years since Benjamin Graham’s...
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