Expected Returns Issues
That which doesn't kill us makes us stronger." Year-end 2008 delivered reminders of how fragile things, including major companies, can be. Warren Buffett reminds us how important the long-term perspective really is.
After several months of the nastiest markets seen in most people’s lifetimes, we were drawn to a down-to-earth set of Rules of Engagement shared by Charles Carlson back in 1998 after another particularly bad episode.
Our presidential candidates had plenty of venom for "Wall Street" and "investors" during the campaign. In this letter, we share that tomorrow is NOT the future when it comes to long-term investing.
Has CVS painted Walgreen into a corner with limited strategic options.
In this month's cover story, Cy Lynch takes a look at the power of second opinions and potential best practices for effective stockwatching..
Patiently and persistently seek opportunity across the globe.
Are large groups of people are smarter than an elite few? Should we rely on one or two leaders when faced with difficult decisions or, as a group, do all of us know more than any one of us does.
At MANIFEST, Cinco de Mayo will probably come to stand as a community holiday second only to Groundhog Day in years ahead.
Using analyst consensus estimates in combination with historical trends during a stock study could be a powerful tool in portfolio design & management ... and lead to better long-term returns.
This month, Cy Lynch takes a rather ... uh ... unconventional look at the preservation of traditions and the lessons that decades of investing can teach us.
You can't have a shadow without a little sunshine.