The Great Inflation of the 1970s
This newsletter seeks to prove that our prior paper, The Case for Common Sense...
Amazon Stock Compensation & Equity Valuation
Bloomberg News recently published an article, Amazon Fights Union Drive With Fact-Free Bombast, discussing Amazon’s alleged use of misinformation to prevent employees from ...
Differences Between Growth & Value Investing
The Duration Crisis: The light blue line shows the correlation between value stocks and the US Long Bond The navy blue line shows the correlation between growth stocks and ...
Innovation vs. Value
Bitcoin, Bubbles & BS In our prior Quick Take, your author threw his 11-year-old daughter to the proverbial wolves in the interests of defending the common-sense investment principles Kailash ...
Best Credit Card Stocks Today: Cheap Stocks with Low Expectations?
Top Credit Card Stocks: A Cheap Way to Capitalize on High Expectations, Part I Today’s Chart for The Curious shows the PE ratio of the S&P 500 minus the ...
The High Price of Predicting Progress
Your author’s 11 year-old, like many her age, has become not just a purveyor of various games on Roblox but has also written code for two games. She and her ...
Trading Strategies to Preserve & Grow Wealth
Drawdowns: “If you buy things you don’t need, you will soon sell things you need.” -Buffett Our first newsletter of 2021 suggested it might be a great time to ...
Is Warren Buffett’s Berkshire Hathaway Energy an Example of ESG Excellence?
These are days of high-hopes and higher stock prices. As documented in two of our recent Charts For The Curious (“CFTC”), history suggests a very dim view on the ...
Sun Microsystems, The Greatest Quote & The Rise of the Reckless
Sun Microsystems Inc: A Lifetime Lesson in Valuation Market cap of firms trading > 10x price to sales is now +$10 trillion Investors who paid 10x P/S to buy ...
How to Learn About Investing in Stocks: Rule #1
KCR believes bear market strategies today suggest a speculative mania similar to the internet bubble. “Rule #1: Never Lose Money, Rule #2: Never Forget Rule ...
Fast Growing Stocks & Profiting from Patience: Bullish America, Bullish Berkshire & Bearish the Index
Similar to the peak of 2000, people are wondering if Buffett & Munger have lost their touch? As documented by CNBC, Berkshire has underperformed the S&P 500 Index by ...
Buy or Sell Tesla Stock? A Quick Answer to a Behavioral Question
Should You Sell Tesla Stock & The High Cost of “Anchoring” Anchoring, or the act of placing too much emphasis on an arbitrary number is a well understood human ...
