I've referred often to the stock market as the Teflon Stock Market because it seems that any small or major socio-political-economic event that gets occurs is casually brushed off by investors. Nothi…
In this final instalment of my Investment Decision series podcasts, I shares my thought process that went into buying shares of Priceline (now called Booking Holdings) during the February mini-meltdo…
In this third instalment of my Investment Decision series podcasts, I shares my thought process that went into buying shares of Baidu during the February mini-meltdown. When the market was going hayw…
In part 1, I shared my investment decisions to buy more shares in stocks I already owned as well as my decision to sell a portion of my short position on the S&P 500 index. During February I also too…
As we finished January it looked like the stock market could do no wrong. Investors were all-in on stocks. Investor sentiment was downright giddy. Cash positions were at generational lows. Everything…
In the second part of my review of Morgan Housel's terrific presentation at the MicroCap Leadership Summit, I share his takeaways on the remaining two historical cases he cites that can teach us a lo…
I have to be honest, I'm getting a bit of bro love for this Morgan Housel of the Collaborative Funds. He just keeps hitting his blog posts out of the park. I may be projecting a bit of Confirmation B…
Three years ago I decided to try an experiment. I setup an account with one of the big Robo Adviser firms and invested $5000 of my own money into it. My goal was to go through the process and blog ab…
We start a new year with hope that the investment decisions we make will lead to positive outcomes, hopefully this year, but if not then at some point in the future. The year has started off with a …
While my core investing ideology revolves around buying quality businesses, I also try to structure my portfolios to have exposure to certain business themes that are evolving in business. In the pas…
Over the last 20 years the biggest disruptor in investing has been technology. Technology has enabled more people to access investing services in variety of ways from executing trades, to accessing i…
One of the values I feel strongly about as an investment coach is that I practice what I teach…and be transparent about it…good AND bad. It’s one thing for me to coach people how to make better decis…
I came across this wonderful blog post by Morgan Housel of the Collaborative Fund where he shares his take on the 4 most important fundamental investing skills. It's a fantastic article (I've read 5 …
I thought I would be done speaking to this passive investing (sorry I mean low-cost investing) versus active investing debate for while, but it just keeps pulling me back in!
After my recent episode…
When I started my consulting business, my main work centred around doing investment analysis on Canadian stocks and companies. My main motivation at the time was that it was very hard to find credibl…
Passive investing has been the rage as more and more money has shifted away from traditional actively managed portfolios to portfolios that track broad based indexes. There's enough evidence that it …
Continuing off from the last episode, I share my thought process and rationale that went into my decisions to buy shares in Winpak and Nordstrom. As always, I incorporate my 8 questions framework tha…
October was pretty active month for investment decisions, especially as the market continues to surge and set records on an almost daily basis. Because of this I had to break up this post into a coup…
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Mon 27 Nov 2017
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