The book Buffettology describes a screen that is similar to how Warren Buffett looks for stocks to buy. I have found this screen to be a good starting point and often offers stocks that we may otherwise miss from a stricter valuation oriented screen. Buffettology screen places a great deal of emphasis on the quality […]
18 Mid Cap Stocks that Fit the Buffettology Criteria – Dec 2025 Read More »
The Unlikely Alliance Threatening the AI Status Quo The recent news that Google sells TPU to Meta signals a fundamental shift in the AI hardware market. For years, the AI hardware market has been defined by two simple truths: NVIDIA is the undisputed king of silicon, and Google’s Tensor Processing Units (TPUs) were a strictly
From Cloud to Vendor: Google’s Historic Pivot to Selling ‘Merchant Silicon’ Read More »
IntroductionYou want a portfolio that works for you every week, every month, and in every market climate. As a sophisticated investor, you understand that traditional strategies rely on price appreciation, which can vanish the moment markets turn against you. The income factory takes a different path. Rather than hoping your assets rise in value, you
How the Income Factory Strategy Builds Cash Flow in Any Market Read More »
It has been difficult to share my working watchlist with my readers. I maintain it in Stock Rover but there is no possible way of sharing a link to my watchlist page. I could create a page on the website and add the watchlist table there. Periodically, I can update this table as needed. Seems
Track My Watchlist on GitHub Read More »
It’s easy to let a portfolio drift. Stocks rise, bonds fall, and before you know it, your carefully planned allocation quietly morphs into something riskier than you ever intended. Most investors don’t notice until the next bear market hits.This is where William Bernstein’s 5/25 Rule steps in. it is a remarkably simple framework designed to
I was asked recently if we should move to cash to protect from the volatility. Perhaps you have wondered this too. My answer is no. Volatility is a feature of the market. And when you invest in small caps, you do not only learn to live with volatility, but you need to embrace it. Volatility
Do Not Fear Volatility, Trust the Process Read More »
Growth is all the rage today and the markets are quite frothy. Never mind the extraordinary risk presented to us due to the government economic data blackout during the shutdown. One wonders how the market will react when the government reopens and the data starts flowing again. The was to handle this risk is to
5 Large Cap Stocks for GARP Investors – Oct 2025 Read More »
Gold has done the unthinkable. In early October 2025, it broke through $4,000 per ounce for the first time in history, a level that even bullish forecasts a year ago failed to anticipate. The metal has now outperformed the S&P 500, bonds, and even Bitcoin year-to-date, surging more than 50% since January according to Reuters
Is Gold the New Treasury? How Investors Are Redefining “Safe Haven” Read More »
You’ve heard it before: “cut your losses and let your winners run.” But most investors can’t explain why that rule works. Beneath it lies a deeper logic, born from probability theory and refined by gamblers, traders, and long-term value investors alike. In this article I talk about two competing philosophies, Martingale and Anti-Martingale, and then
My edge lies in the Small Cap Value segment. This is where significant investor wealth is traditionally built, and I am pretty darn good at this. Over the years I have improved my processes to include a mathematically optimal Kelly Criterion based portfolio allocation system. This implementation has been battle tested through periods of volatility
Improved Focus in the Inner Circle and Q3 Performance Wrap Read More »
