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October 7, 2019 | I can’t say I’m surprised to read the skeptic view on value investing given it just had its 6th worst drawdown ever. However, something odd happened 4 weeks ago.

August 14, 2019 | What a market it has been the last few weeks! With the trade war raging on, the mixed signals from the FED, and the price of gold soaring, watching the financial markets almost felt like watching a sports event.

July 17, 2019 | Back then, I pitched Micron Technologies and Alibaba which are two companies I’m currently invested in. I’ve also talked about them on the show. Since then, I’ve received a lot of feedback on both picks...

June 10, 2019 | With the trade war escalating, the stock market has taken a severe hit. One way to handle this is to question if it’s a good time to invest now that stocks are cheaper, or if it’s a bad time as the outlook for stocks has worsened.

May 17, 2019 | Mohnish Pabrai is not shy to call himself a “cloner.” Every quarter, he’s the happiest when the stocks the greatest investors bought are revealed. The last quarterly update was this May 15, and you can check it out here.

April 23, 2019 | If you’re like me, you’re not only asking yourself which stocks you should own but also how much you should allocate to your best investment ideas. This question is important, especially today...

March 19, 2019 | Consider a new generation of companies like Amazon and Alibaba. Despite the enormous size of the company, Amazon grew their revenue at an annual rate of almost 30% over the past three years. Alibaba is close to 50% annually.

February 19, 2019 | Because of the current market conditions with very few great businesses trading at great prices, I recently used a slightly different approach...

January 25, 2019 | As investors, we tend to have recency bias, and with the S&P500 trading at 2,900 as recent as September, it looked appealing when it was trading at 2,500 just a few weeks ago. Don’t be fooled.