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What to do in Times of Fear, Uncertainty, and Doubt
By consistently allocating capital to great businesses at reasonable valuations, investors can take advantage of market dislocations and strengthen the…
Jun 21
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What to do in Times of Fear, Uncertainty, and Doubt
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Three Quality Companies to Buy Today
Each of these companies is entering a new phase of margin expansion and capital discipline, yet their stock prices remain below what their long-term…
Jun 8
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Three Quality Companies to Buy Today
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May 2025: Month-End Portfolio Update
I remain highly confident in this portfolio, and my conviction has only strengthened following the latest round of earnings. I will continue to…
Jun 2
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May 2025: Month-End Portfolio Update
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May 2025
Happy Memorial Day, Investors!
No official newsletter this week as I take time off for Memorial Day. Here’s a quick look at key market highlights and what to watch next week. Enjoy…
May 24
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Happy Memorial Day, Investors!
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Uber: A Quick Look at Valuation at All-Time Highs
With Uber trading at all-time highs, investors are increasingly asking whether the stock still offers compelling value, or if most of the upside has…
May 17
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Uber: A Quick Look at Valuation at All-Time Highs
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Three Quality Companies to Buy Today
In volatile markets marked by fear, uncertainty, and doubt, it's more important than ever for investors to stay focused on investing in high-quality…
May 10
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Three Quality Companies to Buy Today
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April 2025: Month-End Portfolio Update
I remain highly confident in this portfolio, and my conviction has only strengthened following the latest round of earnings. I will continue to…
May 3
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Quality Equities
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April 2025: Month-End Portfolio Update
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April 2025
Alphabet: Underrated and Still Cheap
Alphabet’s diverse, high-margin business model continues to be underappreciated by the market. This company is synonymous with innovation, yet the…
Apr 27
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Alphabet: Underrated and Still Cheap
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So Many Opportunities
Major periods of market turbulence often give rise to attractive opportunities for long-term investors, as high-quality businesses can become…
Apr 22
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So Many Opportunities
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Salesforce: Implied Growth Rate is Simply Too Low
Periods of market turbulence often give rise to attractive opportunities for long-term investors, as high-quality businesses can become temporarily…
Apr 19
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Salesforce: Implied Growth Rate is Simply Too Low
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ASML: Tariff Impacts and Current Valuation
In today’s article, we delve into the potential implications of tariffs on ASML’s fundamental business model and company valuation.
Apr 12
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ASML: Tariff Impacts and Current Valuation
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A Few Thoughts on Why Doing Nothing with Your Portfolio During Downturns Is a Smart Move
It may sound counterintuitive, even irresponsible, but there's a strong case for staying the course, both psychological and financial.
Apr 6
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A Few Thoughts on Why Doing Nothing with Your Portfolio During Downturns Is a Smart Move
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