Posts Categorized: Finance

Searching for Deep Value Stocks

Deep value investing is a powerful way to beat the market, but deep value stocks are an endangered species in the U.S. I was recently talking with Tobias Carlisle, author of Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations, about what constitutes a deep value stock. To find these…

Six Things I Wish I’d Studied in High School

I was a complete waste of space in high school. Lots of drinking, bad grades, worse attitude. It didn’t help that so little of what was being taught could be practically applied in the real world. I took 8 friggin years of French, but didn’t spend a single hour learning about money or investing–putain, so…

These Stocks Are Much Cheaper than Usual

Apple’s stock is far cheaper today than it has been over the last decade. The transformation of Apple’s valuation looks so remarkable, it made me wonder if other large U.S. companies have undergone a similar transfromation.  I found some very interesting companies pop up… To identify stocks whose relative valuation (compared to all other stocks)…

For Apple, the iPhone 6 Doesn’t Matter. Valuation Does.

Should you invest in Apple? As the market eagerly awaits the September 9th launch of a suite of new Apple products, this question occupies the airwaves. Back in April, I wrote that Apple looked attractive despite negativity about the company. Below is an updated objective look at Apple based on two key criteria for evaluating…

6 Things To Do In Your Early 20’s

20 year olds: you’ll be amazed by how much you change in the next decade. You have the chance to get off on the right foot where most (myself included) did not. Below are a few things I wish I knew at 20. I wrote this list because of a hugely popular question at Quora:…

The Hidden History of the S&P 500

The historical return of the S&P 500 is quoted everywhere, usually back to 1926. But did you know that it wasn’t composed of 500 stocks until 1957? Or that it was not adaptive to changing market conditions until 1988? The history of the S&P 500 is full of interesting facts. ·         S&P originally tracked 233…

The 3 Keys to Investing in Energy Stocks

“Omnia bona quoad perfora” (Loosely, All prospects look good until drilled)” In Energy, Part I, I explored the impressive—but highly volatile—returns of energy stocks. In this part, I’ll explore how to find the best individual energy stocks. As we will see, the secret to success in the energy sector is similar to the secret in…

Four Books For New Investors

Investing can be a daunting subject. I’ve always felt it should be a part of the high school curriculum, because we leave high school and college woefully underprepared to save and invest our money (8 years of French, though?!). Reading is the antidote to this problem. Below are four books which serve as a great…

The Putrid Portfolio

Just like it would be any investor’s dream to have perfect foresight, it would be any short-seller’s dream to know which stocks were going to fall by the highest percentages every year. In an earlier post, we saw that identifying a “perfect portfolio” ahead of time using valuation and other measures was basically impossible. But…