Market Valuation?? Watch For The Puca!!

Market Valuation?? Watch For The Puca!!

I was thinking the other day about the wonders of our advanced scientific/technological world. Just think about the amazing things we have achieved: 1) Landed …

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Bend It Like Buffett

Bend It Like Buffett

Take a moment to examine this chart of investment performance closely[1].  Please ignore the precise X Axis titles and presume (for the moment) that my …

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How To (Bottom) Fish

How To (Bottom) Fish

In the interest of full disclosure, I am not now, nor have I ever been, a fisherman. However, in the spirit of a man who many consider the greatest value …

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Why Was Facebook Kicked Out Of MOAT?

Why Was Facebook Kicked Out Of MOAT?

You have seen us often reiterate the importance of a holistic approach to investing, because investing involves far too many dimensions and variables for any …

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