Markets are people, and people overreact — bull markets get too excited and people pay irrational prices for popular stocks sometimes, and bear markets get too fearful and people sell regardless of company fundamentals and drive prices down to silly levels at other times. We can come up with some assessment of what we think […]
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I’ve been falling behind on my Annual Review summations, so we’ll try to get to a bunch of them today for you… starting with what has usually been the largest holding in my portfolio over the past 15 years… Berkshire Hathaway (BRK-B) — I still consider Berkshire to be an attractive buy at 1.3X book […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
If my limited interactions with the outside world are any indication, I’d say we’ve gotten to the “cab driver” period that institutional investors often talk about: When your cab driver starts giving you stock tips, the top is probably near. That’s not a reliable predictor, of course, and I guess it would be Uber drivers […]
This is the intro that drove a lot of readers to send in questions this week: “The Greatest Day in Stock Market History “Thanks to Supreme Court Order 16-476, over $4 billion could move into three very specific stocks—on one day, Feb. 4, 2019. “If you invest now, you could ride share prices up 3x, […]
Matt McCall’s entry level newsletter Investment Opportunities (currently $49/year) is being advertised with a promised “free” special report about the three stocks you need to own before more states legalize sports betting… perhaps as soon as September 6. What’s so special about September 6? That’s just a guess that more attention will come to this […]
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I don't know that there is a leading provider of software. Most of the big companies run their own sports books systems...