The market is flooded with books about Warren Buffett. This is the 5th one that I have read. Some books assemble or quote Buffett’s writings; others reverse engineer Buffett’s investment strategy. Often these authors seem to be trying to convince you they have inside information or trying to indoctrinate you into the Buffett cult. University of Berkshire Hathaway is not one of those books. It has details you won’t find anywhere else, which makes it a relevant addition to the prolific repertoire of books about Buffett and Berkshire. Continue reading “Book Review: University of Berkshire Hathaway”
In my latest article for Seeking Alpha, I look at how two companies handled industry disruption between 2000-2010 and analyze whether GameStop (GME) meets the profile of a survivor. This was a fun article to research, as Blockbuster was a comically mismanaged company, and one of its competitors, Family Video, remains a model for resilience to both disruption and recession.
An app that let’s you quickly and easily trade stocks with no transaction fees? It sounds too good to be true. There has to be a catch, right?
This was my reaction when I heard about Robinhood, the app you can download for free and use to start trading stocks with no transaction fees. At the time, most of my retirement savings was in a 403(b) and a state pension. These accounts have limited options, mostly made up of index funds. I am not crazy about index fund investing for several reasons, which I will elaborate on at another time. I had finally opened a Roth IRA with an online broker to invest in individual stocks, but I was frustrated with the fee situation. I investigated Robinhood as an alternative, and here is what happened. Continue reading “Robinhood to the Rescue”
I have continued to update the Articles page in the Resources section of the blog. These articles are great for learning new investment strategies or exploring new sectors or asset types. Here are the latest additions:
In Long Run, There’s No Such Thing as an Einstein Investor
Robert J. Shiller, The New York Times, June 23, 2017
1 Value Investing Tip That Could Earn You Thousands
Timothy Green, The Motley Fool, June 25, 2017
Your portfolio probably doesn’t have enough bricks and mortar
Marcuss, ValueWalk, June 25, 2017
The Best Real Estate Investment for 2017
Matthew Frankel, The Motley Fool, June 25, 2017
The Ultimate Guide to Investing in MLPs
Nick McCullum, Sure Dividend, June 25, 2017
Quick Tips on Investing in the Pharmaceutical and Medical Device Industry
Maxwell Koobatian, GuruFocus, June 25, 2017
While I called solar energy “mostly a speculative venture” in my previous post while making the case for investing in LNG transport, I want to make the case for why solar still has a role in my portfolio. Continue reading “The Case for Investing in Solar Energy”
Let’s explore some potential investing strategies in 4 different stock sectors: technology, healthcare, energy, and real estate. We’ll start with tech, which had a huge drop today worth serious examination. Continue reading “Sector Study Session”
2016-2017 has been one of the craziest years in my teaching career. My principal texted me last July to ask me to teach Personal Financial Responsibility, a course encouraged, but not required, for high school students by the state of Indiana. I accepted the challenge and immediately delved into learning as much as I could to help my students. Nearly a year later, after teaching two sections of the course, I have learned a great deal about finance and about myself. In this article, I would like to share with you what I have learned this year.
Continue reading “10 Things I Learned From Teaching a Personal Finance Class”