Can’t Afford to “Miss the Pivot”
Subscribe now Kodak. Blockbuster. Nokia. Pan Am. Circuit City. Compaq. Borders Books.These companies were once at the top of their respective business sectors.They were failures of innovation, management vision, and timing. Each had capital, talent, and distribution.But all ignored what was directly in front of them:A clear and present need to pivot. Innovation was not […]
“Split Decision”: Will Warner Bros. Discovery Unlock Value
Stock Talk is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Your value newsletter today takes the form of our third lesson in corporate break ups, and their stock splits. Casting off pieces of a company to receive water and proper fertilizer to someday soon […]
No Title Needed
Share 1. Buy great companies, not great stories. 2. Hope is not a strategy. Research is. 3. If you’re checking the stock price every hour,you didn’t invest—you placed a bet. 4. Cash is a position.Sometimes the smartest move is waiting. 5. You’ll never meet a rich day trader over 60. 6. Dividends are what happen […]
Dying for Self-driving Cars
Gado via Getty Images Human drivers are constantly distracted by phones, discussions, podcasts, and music. We are either angry, sleepy, impaired, or all three. Worst of all, even when we’re firing on all cylinders, our brains are often no match for the speed and complexity of high-speed driving. There’s a 2 to 3 second lag […]
Bond Yields Are Back: What Smart Investors Should Be Focused On
Subscribe now Share For too long, bonds were treated like the defensive line in football, before the winning play, crucial for holding ground, but the excitement is reserved for the offense. But that’s changed. Yields are finally worth your attention again. After a decade of near-zero interest rates, the bond market is offering something it […]
How to Assess a MOAT
Thanks for reading Stock Talk! This post is public so feel free to share it. Share STANDARD MOAT Best of Breed Investing: A Framework for Enduring Wealth When you’ve seen enough hype crash and burn, you stop chasing story stocks and start chasing strength. Real strength. That’s where “Best of Breed” investing comes in. It’s […]
Follow Up Request
One of our paid subscribers has asked us to follow up on this question: “Can you please discuss Self-Directed IRAs and the opportunity to purchase properties, commodities, and more through this specialized investment vehicle? There are only 4 – 5 firms in America licensed to perform this, and the typical financial advisor would not speak […]
Smart Beta Strategies
Subscribe now Quick refresher: REIT is Real Estate Investment Trust. REITS may have dozens or even hundreds of “properties that make up the one trust or stock type.” ETF Is Exchange Traded Funds. ETFs usually have “100 or more separate stocks that trade together as one fund.” REIT exchange-traded funds (ETFs) combine both the REIT […]
What’s Moving, What’s Coming, and What I’m Buying.
Subscribe now Most finance creators want to inspire you with visions of a far-off, idyllic retirement. They’ll spin you tales of complex strategies and ten-year plans that sound impressive but leave you wondering where to actually start. Forget that. I want you to stop being unsure. Now Yes, the USA seems economically broken at the […]
The Six Minute Egg Timer
Egg Timer in the shape of an egg Subscribe now Investing Lesson: Avoid the Impulse Trap If you’re just starting to dabble in the stock market, it’s easy to get caught up in the excitement. News headlines flash, stock prices jump, and the urge to buy right now can be strong. However, acting on impulse […]