"The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without … [Read more...] about Are Stocks Overvalued?
Bitcoin/Cryptocurrency Previously I have disclosed that I do not own any positions in cryptocurrency, and I still do not intend to. That being said, I am not opposed to people owning it. However, I do enjoy the crypto investment thesis debate and … [Read more...] about Bitcoin, Gamestop, and Robinhood
"Please cut the pizza into 4 pieces because I'm not hungry enough to eat 8." -Yogi Berra Before I say anything critical about Tesla's stock split, I would like to take the opportunity to remind everyone the stock is up about 300% since I questioned … [Read more...] about A Few Words on Stock Splits
The 2nd quarter saw a tremendous recovery in global markets, leaving many people surprised as the market seemed to move upward in the midst of a lot of bad news. This is not unusual, as the market is a leading indicator of expectations and will … [Read more...] about Quarterly Commentary (Q2 2020)
"The variance of happiness is how we are doing comparatively" -Annie Duke In September of last year I wrote about the declared death of small cap value investing (link). It was no secret at that time that US Large Cap Growth stocks had been … [Read more...] about Revisiting Small Cap Value Investing
I know in 2020 we have all become a bit numb to bizarre things happening, but the price of a barrel for West Texas crude oil dropped to negative $39.55 today. Yes, the producers are paying people to take it off their hands as storage facilities are … [Read more...] about Today is an Historic Day