by Nathan | Jan 23, 2023 | From the Pros
What is a spinoff? “A spinoff is when a company takes a subsidiary, division or part of its business and separates it from the parent company creating a new, independent, freely standing company.” Joel Greenblatt, You Can Be A Stock Market Genius On 24 August 2020... 
by Nathan | Oct 18, 2022 | From the Pros
In 1976 Benjamin Graham did an interview with Medical Economics titled The Simplest Way to Select Bargain Stocks. Within the article, Graham described his new investment formula. Graham back-tested the method from 1926-1976 and concluded that such a strategy would... 
by Nathan | Oct 10, 2022 | From the Pros
Bill Nygren recently released his third-quarter commentary. Here is a summary of what he had to say. Bonds are performing unusually poorly. Usually, bonds are less volatile than stocks. And they are generally not correlated with each other. This means that when stocks... 
by Nathan | Aug 30, 2022 | From the Pros
“It’s not supposed to be easy. Anyone who finds it easy is stupid”. Charlie Munger In his book “The Most Important Thing” Howard Marks dedicates the first chapter to “Second-Level Thinking”. Marks says “to consistently achieve superior investment returns you... 
by Nathan | Aug 26, 2022 | From the Pros
“Investing consists of exactly one thing: dealing with the future. And because none of us can know the future with certainty, risk is inescapable” – Howard Marks, The Most Important Thing Howard Marks is the chairman and co-founder of Oaktree Capital Management,... 
by Nathan | Aug 22, 2022 | From the Pros
Berkshire Hathaway recently released their 13F on 15 August 2022. A 13F is a quarterly report that institutional investors in the United States must release so that the public can see their holdings and transactions. So, what did Buffett and Co. get up to in Q2? 234%...
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