Blog

December 20, 2018

$13 Million-Dollar Investment Bank Managed Stock Market And Bond Portfolio Review

A month or something ago, I was contacted by an investor that had just set up a portfolio with an... Continue reading

December 10, 2018

InterContinental Hotels Group Stock Analysis – Overview, Valuation And Investment Approach

A company that has seen its ordinary dividend increase 11% CAGR over the last 15 years, must be something special... Continue reading

December 4, 2018

Brexit – An Objective Investing Perspective

Politics aside, it is important to have a clear investing perspective on how can our portfolio positions be affected by... Continue reading

December 1, 2018

Stock Market News – The FED, Interest Rates and How to Invest

Good day fellow investors, The news this week was all about the FED as the FED’s chairman made a speech... Continue reading

November 30, 2018

How am I investing and how much research I do?

Investing is a very important topic for all of us. However, not all of you can dedicate a lot of... Continue reading

November 29, 2018

McKesson Stock (MCK) – A Value Investing Perspective

MCK has caught the eye of many value investors, even Seth Klarman. I explain where it is that they see... Continue reading

November 14, 2018

How to invest in businesses with dr. Per Jenster

I recently had the privilege to interview dr. Per Jenster. He is a Fullbright scolar, author of many books, former... Continue reading

November 11, 2018

7 Things To Watch Before Investing In Gold Miners

  Investing is about risk and reward. I feel many miss the risk part when it comes to investing, especially... Continue reading

November 6, 2018

Nassim Taleb is warnings us – situation worse than in 2007

The US government has $21 trillion of debt, but few know and think about the $49 trillion in hidden debt.... Continue reading

October 21, 2018

Berkshire stock is better than the S&P 500 – check your portfolio holdings!

BERKSHIRE's INVESTING MINDSET Towards the end of Benjamin Graham's book, The Intelligent Investor, we can find the following advice (Chapter... Continue reading

September 30, 2018

ARE THE STOCK MARKET AND ECONOMY IN A BUBBLE? 7 FACTOR EXPLANATION

I recently summarized Dalio’s last book, Big DEBT CRISES and there he shares his questions, check list, to see whether... Continue reading

September 26, 2018

Ray Dalio – Big Debt Crises – Summary (video/audio)

Ray Dalio, the legendary hedge fund manager is out with a new book. After the success he achieved with his... Continue reading

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