Have you ever met an 11-year-old shareholder? That’s what Warren Buffett’s life was about at that age. At the tender age of eleven, the boy who would go on to become the Oracle of Omaha was already fiddling around in the stock market, having bought a few shares of Cities Service. Today, Buffett is one […]
Evolution of Warren Buffett in 3 Stages Read More »
Small cap stocks generally have a liquidity problem. This is one of the reasons why most investors stay away from small cap stocks. This is also one of the reasons why good undervalued stocks are easier to find in this asset class. The market for highly liquid stocks is also normally highly efficient. The price
Low Liquidity is Not the Problem You Think in Small Cap Stocks Read More »
Cyclical stocks tend to be reliable profit generators in a value investor’s portfolio. Cycles exaggerate the valuations because they cause uncertainty in the market. So arguably, value investing should work very well. In practice, it can be hard to identify the right investment candidates and pick the right time to invest. We all know that
The 4 Phases of Cyclical Stocks: How to Identify Them and Profit Read More »
We had the first Yahoo Finance Community Meet-Up on Dec 12, 2025. Nathan Worden from Yahoo Finance hosted the discussion. I was joined with Marques Blank of Small Cap Newsroom and Sowmy VJ of Helix Research Ltd. We presented 3 stock theses during this discussion. These included GHC, OPXS and DG. It was a great
Yahoo Finance Community Panel – 3 Stock Presentations Read More »
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 »
