Understanding Leverage: Benefits, Types, Risks & Asymmetry
Leverage is one of the most important concepts in investing. Understanding the implications of leverage is crucial if one wishes to become..
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Investment Research
- Nov 9, 2022
All About Risk: Why is it often Misunderstood?
Risk is most frequently referred to as the amount of exposure to the potential of unfavorable outcomes from an investment. Naturally,...
- Sep 26, 2022
Crypto: Tulip Mania all over again?
In the previous series of whitepapers, we discussed how to survive the bear market through fundamental investing and financial planning....
- Aug 23, 2022
Surviving The Bear Market: Planning with Financial Advisor
In the previous whitepaper, we discussed determining the margin of safety of your holdings, which can reduce risk and improve return...
- Aug 10, 2022
Surviving the Bear Market: Why "Margin of Safety" Is The Most Important Thing In Investing
In the previous whitepaper, we discussed calculating the intrinsic value of holdings, allowing investors to make better buy, hold, or...
- Jul 26, 2022
Surviving The Bear Market: What Is The Intrinsic Value of Your Investments
In the previous article, we discussed the first task for investors to complete to survive under a bear market: identifying high-quality...
- Jul 8, 2022
Surviving The Bear Market
All four major index funds have suffered significant losses since 2022. The Russell 2000 Index has dropped 33.2% from its all-time high,...
- Jun 1, 2022
Don't Sell In May and Go Away: Why You Should ONLY Think Long Term About Your Investments
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare...
- Apr 11, 2022
Don't Miss This Historic Opportunity in the Housing Sector
“Lack of resale inventory combined with strong consumer demand continues to boost single-family home building.” - Chuck Fowke, National...
- Apr 5, 2022
Protect Yourself With These Inflation-Safe Investments
"The single-most important decision in evaluating a business is pricing power. If you've got the power to raise prices without losing...
- Mar 24, 2022
Russia-Ukraine Conflict is NOT the End-Game for Stocks: Why You Should Ignore Macro
"We don't prognosticate macroeconomic factors, we're looking at our companies from a bottom-up perspective on their long-run prospects of...
- Mar 14, 2022
The New Bubble
"If you're in the market, you have to know there's going to be declines." - Peter Lynch Since 1950, the S&P 500 index, which tracks the...
- Mar 7, 2022
Survive Market Turbulence: All Intelligent Investing Is Value Investing
Since the start of the new year, uncertainty and fear from various external factors have sparked a market correction and a rotation of...
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