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Category Archives for "What I Wish I Wrote"

What I Wish I Wrote ~ July 15, 2016

Uncovering Alpha in Microcaps & Special Situations: Peter Rabover, Artko Capital (Harvest) Why don’t terrible free throw shooters like Shaq, Wilt Chamberlain, DeAndre Jordan shoot underhand like Hall of Famer Rick Barry? More importantly, why do good ideas die? (Revisionist History) Why Visa is a buy from the University of Iowa’s Henry Fund. (Valuewalk, PDF) […]

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What I Wish I Wrote ~ May 13, 2016

The timing for when the bulk of your investing returns occur plays big role in your ending portfolio value. (Gerstein Fisher) Banking on the blockchain. (a16z Podcast) Finance is a big focus for implementing blockchain’s ledger technology but the power of the blockchain goes far beyond finance. (HBR) The Business Blockchain: Promise, Practice, and Application […]

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What I Wish I Wrote ~ May 6, 2016

Four lessons learned from 20 years of DRIP investing. (Retire Before Dad via Dividend Growth Investor) XXI Energy and Peabody Energy just filed for bankruptcy. What Twitter and Tesla, 2 non-energy companies, have in common with them. (The Confessions of a Contrarian Investor) The Munger Operating System: How to live a life that really works. […]

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What I Wish I Wrote ~ Mar. 25, 2016

“Iā€™d argue that network effects and critical mass are two of these mental models that carry a lot of weight.” (a16z) Dollar cost averaging won’t help your returns but it may help reduce risks. (Nerd’s Eye View) I’ll have a Big Mac, fries, and an Egg McMuffin on the side. All day breakfast has been […]

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What I Wish I Wrote ~ Mar. 11, 206

Separating value investments from value traps. (Desai Capital via Sum Zero) Speaking of value traps. Is Amercian Express (AXP) one? (Value and Opportunity) A deeper dive on the changing payment landscape. American Express’ (AXP) pain. Synchrony Financial’s (SYF) gain. (Punchcard Investing) Quality companies versus cheap companies. (Intrinsic Investing) What you don’t want to hear about […]

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What I Wish I Wrote ~ Mar. 4, 2016

We’re in a world of abundance. Is it leading to too many malinvestments? (The Reformed Broker) A good breakdown of Berkshire-Hathway’s 2015 from Warren Buffett’s latest annual letter to shareholders. (The Aleph Blog) Speaking of Berkshire-Hathaway, in 1999 Yahoo! was worth more and 19 other things that actually happened in 1999. (Dividend Reference) The three […]

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What I Wish I Wrote ~ Feb. 26, 2016

The Jewelry Effect. “there is a dizzying array of bass lures in variations of blues and purples even though bass cannot see those colors as anything other than gray”. (Above the Market) Trading is hazardous to your wealth. (SSRN) Why bear markets and corrections are good and why you should want them. (Newfound Research) A […]

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What I Wish I Wrote ~ Feb. 19, 2016

Will we ever see another Buffett, Soros, or Ted Williams? (MarketWatch) 4 new Dividend Aristocrats should be minted next year. (Sure Dividend) The power of dollar cost averaging. (Servo Wealth Management) The top ten tweets you won’t read on finance twitter. (Cramer’s Shirt) So you want to be a stock picker. Good Luck! (The Confessions […]

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