It’s been an unusually active month in the Real Money Portfolio — a couple big sells, several brand new positions, and quite a bit more churn than I usually have. Those transactions have mostly been fairly small, the largest position that I opened or closed was the sale of my sub-2% Facebook position, but that’s […]
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In how many areas of life can you be guaranteed to get average results even if your abilities are inferior? That was one of my favorites quotes from the presentation by Ed Wachenheim at the Grant’s Conference: “People with inferior abilities can get average results with an index fund, which is remarkable.” But, of course, […]
We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
Whenever you’re feeling blue about the market and don’t have the stomach for some Jim Cramer ranting, a nice substitute can be a trip over to Louis Navellier’s world, where there’s always a promise of extraordinary growth somewhere. Today Navellier, a quantitatively-minded growth stock investor (meaning, his system sifts stocks largely based on trends in […]
I always like to squeeze in the pre-conference workshop at the Value Investing Congress, because in that much smaller group we tend to get more discussion and deeper analysis… and the stories aren’t all blogged by a hundred people and on CNBC, so there’s usually time to consider them. It takes me some time after […]
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He recently did in a comment on another GumShoe site article, I can't remember which one. If I come across it again I'll...
Thanks Travis. Have you thought about buying points for DAL and other stronger airlines like Alaska? How about Carnival ...