Growth Investing
When my team and I sit down to make our investment predictions for the coming year, our goal is simple: Uncover select opportunities that could become life-changing investments. Of course, to identify a groundbreaking idea, you have to be forward-thinking… and you have to go out on a limb. Who would have thought just 10 years ago most of us would have tiny computers in our pocket or purse at nearly every waking moment — devices capable of accessing virtually all of the world’s knowledge? Just think of everything we know today that has changed over just the course of… Read More
When my team and I sit down to make our investment predictions for the coming year, our goal is simple: Uncover select opportunities that could become life-changing investments. Of course, to identify a groundbreaking idea, you have to be forward-thinking… and you have to go out on a limb. Who would have thought just 10 years ago most of us would have tiny computers in our pocket or purse at nearly every waking moment — devices capable of accessing virtually all of the world’s knowledge? Just think of everything we know today that has changed over just the course of a few years: Facebook became a household name… the cord-cutting trend has invaded living rooms everywhere… Electric vehicles have become commercially available… We’re on the cusp of curing genetic diseases with DNA sequencing… China transformed itself into a global power… Emerging economies turned into the driving force of world economic growth… Alternative energy captured the nation’s interest… I could go on and on. And I’d bet you wouldn’t have thought half this was possible a little more than a decade ago. The point is, the list of game-changing opportunities never ends. In fact, in today’s environment — where information, ideas,… Read More
We don't like to talk about it... but minimizing losses, knowing when to sell, and risk management are a massive part of successful investing. Read More
We don't like to talk about it... but minimizing losses, knowing when to sell, and risk management are a massive part of successful investing. Read More
If you watched closely enough, Wednesday and Thursday were some of the most insane days in terms of price movement for individual stocks since the whole “meme” stock thing happened in 2020. Yet this time, instead of a rogue group of traders on Reddit causing the shenanigans, it was earnings season. To put it simply, a number of big factors are causing some incredibly volatile action in some big firms as they report fourth-quarter results. Those results (and the bonkers-level price action) have been a mixed bag: some good and some bad. Let’s start with one example of the bad…… Read More
If you watched closely enough, Wednesday and Thursday were some of the most insane days in terms of price movement for individual stocks since the whole “meme” stock thing happened in 2020. Yet this time, instead of a rogue group of traders on Reddit causing the shenanigans, it was earnings season. To put it simply, a number of big factors are causing some incredibly volatile action in some big firms as they report fourth-quarter results. Those results (and the bonkers-level price action) have been a mixed bag: some good and some bad. Let’s start with one example of the bad… Meta Platforms (Nasdaq: FB) – formerly known as Facebook – plunged by about 25% on Wednesday. The company missed analyst targets on both earnings and revenue. It also reported the first drop in total users in the company’s history. Oh, and the new Apple privacy changes will cost the company about $10 billion this year. Did I mention that they also issued guidance that fell short of analyst expectations? All told, the carnage amounted to a $230 billion loss in market cap. That’s never happened before. Seeing as how FB’s weight in the S&P 500 is about 2%, that was… Read More