Our portfolio grows when we do nothing
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…
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Is a merger between Fiat-Chrysler and Renault good for investors?
After a long period of speculation, Fiat-Chrysler proposed yesterday to merge with Renault and create the world’s third-largest automaker. Although it was Fiat that officially proposed the merger, it seems that the management of the…
Learn from Buffett mistakes: Four golden rules of Investing
Warren Buffett is probably the most successful investor ever, and has consistently achieved higher returns for decades, but also Buffett is not perfect. In recent years, he has received quite a few wrong decisions that…
The day the meat companies will be on the grill
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 cure for volatility in the stock market: A guide to the frightened investor
The last few years have been characterized by considerable volatility in the stock and bond markets around the world, causing quite a few investors to panic, insomnia and even to sell securities from their portfolio….
Will 2019 be positive for the US economy and the stock market?
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 well…
How to invest smartly during a market collapse
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…
Why undervalued stocks are going down in 2018?
The last time (and only since the launch of the portfolio in 2004) that we saw a negative annual return in the portfolio was in 2008 (the portfolio went down 16.5%, much less than the…
is BioTime spinoff – AgeX Therapeutics, too expensive?
Everyone wants to stay young forever, and that’s exactly what AgeX Therapeutics (AGE), which has recently separated from the biomedical company BioTime (BTX), is aiming for. Each shareholder of BioTime received 10 shares of AGE,…
Resideo Technologies spinoff – is the stock attractive enough?
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…