Phil Fisher’s Insight

I’m re-reading Phil Fisher's book Common Stocks and Uncommon Profits this weekend. I haven't read the book since 2006 and I noticed it on my shelf and decided to revisit it. I've always liked his common sense approach to investing for the long-term. He talks about how...

Advertising Dominance

I reviewed a number of "small tech" companies over the past week (Big Tech: FB, AMZN, GOOG, AAPL all reported earnings last week). I wrote some notes that touched on a couple of these small tech firms, but I as I read earnings report after earnings report from...

History Rhyming or Is This Time Different?

The COVID-19 panic continues to wreak havoc on both the stock market and the economy, and the news continues to seemingly worsen with each passing day. In the midst of a crisis, it's imperative to maintain clarity of thought and a calm demeanor. This is difficult for...