Money and Finance
“The three most common investing mistakes relate to the price you pay, the management team you essentially join when you invest in a company, and your failure to understand the future economics of the business you’re considering investing in.” –Michael Shearn, The Investment Checklist
- Review Of Guy Spier's "the Education Of A Value Investor"
A quick review of Guy Spier's excellent book, The Education of a Value Investor, which I just submitted on Amazon as well.This book is about Guy's personal journey -- the good and the bad. As others have written about the book, he's extremely...
- Michael Shearn On Filtering Investment Ideas
I think having the right filters is one of the most important things in the investment process, which is also something I tried to express is THIS post as well. "When filtering through the many investment opportunities the stock market is offering at...
- Pricing Power
From the book The Investment Checklist by Michael Shearn. “Businesses that have pricing power typically have several characteristics in common such as high customer- retention rates; their customers spend a small percentage of their budget on the business’s...
- Howard Marks Memo: It’s All A Big Mistake
Mistakes are a frequent topic of discussion in our world. It’s not unusual to see investors criticized for errors that resulted in poor performance. But rarely do we hear about mistakes as an indispensible component of the investment process. ...
- The Manual Of Ideas: Jacob Wolinsky's Interview With Guy Spier
I can, however, talk a little bit about creating the checklist and provide some examples. The process of creating a checklist is very simple and works the same way the Federal Aviation Administration does it. You look for mistakes — yours, mine, Warren...
Money and Finance
The three most common investing mistakes...
“The three most common investing mistakes relate to the price you pay, the management team you essentially join when you invest in a company, and your failure to understand the future economics of the business you’re considering investing in.” –Michael Shearn, The Investment Checklist
- Review Of Guy Spier's "the Education Of A Value Investor"
A quick review of Guy Spier's excellent book, The Education of a Value Investor, which I just submitted on Amazon as well.This book is about Guy's personal journey -- the good and the bad. As others have written about the book, he's extremely...
- Michael Shearn On Filtering Investment Ideas
I think having the right filters is one of the most important things in the investment process, which is also something I tried to express is THIS post as well. "When filtering through the many investment opportunities the stock market is offering at...
- Pricing Power
From the book The Investment Checklist by Michael Shearn. “Businesses that have pricing power typically have several characteristics in common such as high customer- retention rates; their customers spend a small percentage of their budget on the business’s...
- Howard Marks Memo: It’s All A Big Mistake
Mistakes are a frequent topic of discussion in our world. It’s not unusual to see investors criticized for errors that resulted in poor performance. But rarely do we hear about mistakes as an indispensible component of the investment process. ...
- The Manual Of Ideas: Jacob Wolinsky's Interview With Guy Spier
I can, however, talk a little bit about creating the checklist and provide some examples. The process of creating a checklist is very simple and works the same way the Federal Aviation Administration does it. You look for mistakes — yours, mine, Warren...