Once again we are experiencing a period of market declines. Not easy, especially when you know that your portfolio is composed of shares of high-quality companies that trade deeply below their fair price, both absolute…
Monish Pabrai, one of my favorites value investors (that I also mentioned in the Fiat-Chrysler review), once said that “You do not make money when you buy stocks. And you don’t make money when you…
Warren Buffett is probably the most successful investor ever, and has consistently achieved high returns for decades, but even Buffett is not perfect. In recent years, he has received quite a few wrong decisions that…
In November 2018, Beyond Meat, a plant-based meat substitute, submitted a request to issue its shares on Wall Street in a $100 million initial public offer, and American media reported that Bill Gates and McDonald’s…
The following review summarizes the main points I presented at the members’ annual conference that took place last week in Tel Aviv (ISRAEL). I hope to start holding an annual conference in the US as…
Inexperienced, shortsighted investors are afraid of the market collapse, sell their stocks and lose money, while smart, long-term investors, see this collapse as a unique opportunity to buy stocks at deep undervaluations and make tons…
Summary Resideo Technologies (REZI) is a leading provider of convenience and security products for home and business. It operates in a very competitive area, which appears to be close to the end of its positive…
In the past few weeks, we have seen the markets shaking a little stronger than what we have seen in recent years (in Europe, by the way, the declines have been going on for several…
Company valuation using the discounted cash flow method or other methods is not an exact science, but only an assessment for the rational price that the stock should be traded at. The real value depends…
Everyone has the intellectual skills to successfully choose stocks to your portfolio. However, this stock picking requires an in-depth analysis of each stock. Such an analysis may take quite a while and involve reading financial…