When you invest in small caps, you often buy uncertainty at a discount. These companies can be temporarily out of favor, misunderstood, or just plain ignored by the broader market. That’s the opportunity. But it’s also the risk because the waiting game can be long. Value can take months, sometimes years, to surface. And if […]
How the Humble Current Ratio Shields You from Pain in Small Cap Value Stocks Read More »
Benjamin Graham defined what it means to be a value investor. The classic Grahamian value investing play relies on undervalued assets on the balance sheet, coupled with significant margin of safety. A dyed in the wool value investor patiently waits for Mr. Market to realize the correct value of these assets, and then reprice the
15 Mid Cap Value Stocks Graham Enterprising Investors will Love – May 2025 Read More »
If you’re serious about compounding wealth, bootstrapping a business isn’t just an entrepreneurial path, it’s an asymmetric bet with outsized upside. You invest time, discipline, and a little capital. In return, you create a high-margin income stream, long-term asset appreciation, and, perhaps most importantly, complete control. For investors frustrated with limited alpha in public markets
You’ve seen it happening. Gold is surging. Fiat currencies are fraying. And quietly but decisively, Bitcoin is stepping into the spotlight not as a speculative gamble but as a monetary alternative with teeth. In a world where trade wars, inflation, and eroding trust in government currencies are reshaping capital flows, it’s time to ask: is
Is Now the Time to Start Treating Bitcoin as Digital Gold? Read More »
Buffett taught us to seek quality at a reasonable price. He’s happy to sit tight with moaty giants compounding wealth over decades. Peter Lynch, on the other hand, made GARP investing his battlefield, tracking down fast growers that hadn’t yet captured Wall Street’s imagination. His legendary 13-year run at Fidelity’s Magellan Fund saw an annualized
9 Fast Growing Companies with Stocks You Can Buy at a Reasonable Price – May 2025 Read More »
You Can’t Rely on Earnings, But You Can Trust the Cash You know the game. A company hits the earnings estimate, maybe even beats it by a penny, and the stock pops. But what if that “beat” was a mirage, puffed up by accruals, non-cash adjustments, or accounting gimmicks? As a long-term investor, you can’t
Earnings Lie. These Cash Flow Ratios Tell the Truth Read More »
Business Development Companies (BDCs) can look like dividend gold mines. The headline yields are often double or triple what you get from blue-chip dividend stocks or bond funds. But as you already know, the market doesn’t hand out high income without attaching strings. The problem is, these strings are often buried in footnotes, cloaked behind
The Hidden Risks of BDCs No One Talks About (Until It’s Too Late) Read More »
Many business owners spend their days chasing top-line growth. They obsess over vanity metrics and social media clout, forgetting one thing: profits don’t pay your bills, cash does. If you want freedom from the grind, a business that pays you consistently, and a system that scales without chaos, you need to shift your mindset. Cash
You Don’t Run a Hobby–You Run a Capital Allocation MachineCash is not just king. It’s the blood, breath, and backbone of your business. Yet too many small business owners treat cash flow like a checking account instead of a strategic weapon. This article will help you flip that script. You’ll learn to manage cash flow
How to Manage Cash Flow in Your Small Business Like an Investor Read More »
[This article was originally published on Apr 27, 2025] Martin Shkreli, the poster boy for pharma greed, criticized this company at the rate it was raising its prices for EpiPen. On 2009 the wholesale price of two EpiPens was about $100, by July 2013 the price was about $265, in May 2015 it was around
[Inner Circle] $VTRS – Viatris, a Low Hanging Fruit in the Pharmaceutical Industry Read More »
