You’re told to rebalance your portfolio to manage risk. Keep that 60/40 allocation. Sleep better at night. But that’s just the surface. What most investors miss is that rebalancing doesn’t just reduce risk. Done right, it can increase returns. Yes, rebalancing your investment portfolio can actually make you richer. The secret lies in something few […]
When Rebalancing Makes You Richer: The Rebalancing Bonus Explained Read More »
Previously I introduced the company I am positing as the next Berkshire Hathaway. This is a call I do not make lightly, and therefore, the research is deeper and more extensive. After all, we are looking at something we might hold for decades. If you have not read the Part 1, you can do so
[Inner Circle] The Next Berkshire Hathaway – Part 2, The Financials Read More »
Piotroski F-Score is a composite metric that measures the financial strength of a company. Research shows that a high Piotroski F-Score of 8 or 9, coupled with cheap valuation, can return on average of 7.5% above the market. This is one way to find value without it being a value trap. For this particular screen,
9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025 Read More »
It was a great pleasure to be a guest on The Contrarian Capitalist podcast. It was a great discussion and we covered a wide array of topics including my stock selection process, risk management, investment philosophy and more. If you are interested in understanding how a professional value investor goes about the business of makin
Check Out My Podcast Appearance on The Contrarian Capitalist Show Read More »
There is this saying about value investors: we do not swing at every pitch, we wait for the right one. The question is, how do you know this is the right pitch? The AI boom has put data center REITs squarely in the spotlight. There are forecasts of massive capital spending from the big-tech. On
Are Data Center REITs the Next Big Thing? Or Just the Next Big Trap? Read More »
It takes a special kind of company to be crowned the Next Berkshire Hathaway, and I believe I have found one. Warren Buffett invested in this company and sat on its Board for 37 years. Tom Gayner from Markel is a current Director. The management of the company is disciplined and plays for the long
[Inner Circle] The Next Berkshire Hathaway – Part 1 Read More »
Intrinsic value is not enough in a world of macro uncertainty You can do everything right as a value investor. Buy below intrinsic value. Demand a margin of safety. Stick to your thesis. And still, your portfolio can suffer when inflation spikes, interest rates lurch, or trade wars disrupt entire sectors. The truth is, intrinsic
How to Build Portfolio Resilience When Macro Shocks Destroy Valuations Read More »
I used to think of CEFs as one of those financial products that exist, but I didn’t see a reason to ever consider buying one. Open-end mutual funds and stocks were all the rage, and later came the ETFs which immediately became very popular. If you’ve written off closed-end funds (CEFs) as outdated or opaque,
Discounts, Dividends, and Debt: The Three D’s of Profitable Closed-End Fund Investing Read More »
Mid cap stocks are often ignored. Large caps have a presence in almost every investor’s portfolios through index funds and Mag 7 or FAANG stocks. Small caps, especially small cap value is prized by sophisticated investors due to their high performance potential. Mid caps are often forgotten. The truth is, these mid caps grow up
8 Mid Cap Undervalued Stocks with Good Fundamentals – May 2025 Read More »
I have taken the 2 offerings on Substack, Premium and Founder’s Club, and rolled them into 1 and can now offer it to you for the price of just Premium. Here’s is what you get in the new Astute Investor’s Calculus Inner Circle: As you read this article on the website, look up at the
Introducing the “Inner Circle” – Your Ultimate Investment Membership Read More »
