JD.com’s Competitive Advantages

Note: I typically take one post each month or two from this site to publish on my free site. In other words, the free site will see one post for every 10-15 posts that get published here. I may decide to eventually publish this post to the free blog.  A few weeks ago...

Taro Update

There is no sugar-coating Taro’s latest results.  They weren’t great.  Here are a few thoughts, some specific to Taro and some general. The first mistake people make when fooling themselves (remembering of course, that you are the easiest person to fool) is not to...

To Sell or Not To Sell?

This will be a somewhat meandering post on some notes of mine regarding the concept of selling, as well as some brief comments on AutoNation and Verisign (the latter is a current holding). I’ve talked about stocks in category 1 vs category 2. What do I mean by this?...

Swiper no Swiping (Dora Fans Unite)

Value investors make lots of mistakes.  I have made lots of these specific “value investor” mistakes, sometimes the same mistakes multiple times.  Hopefully, knowing where we (I) often go wrong will help us not make those mistakes in the future.   “Unfortunately we...

Under Armour: How Strong is the Brand?

This post will highlight a potential investment idea, but it also is more of an investment journal post that contains some brief thoughts/comments on the company I’ll discuss below. Earlier this year, I did something I don’t normally do and took a small position in a...

Taking on Kong (and His Brother)

“The stock market is a device for transferring money from the impatient to the patient.”  Buffett Doing research on a company that appears to be vastly more expensive than you would pay for it and then waiting might be one of the hardest things in investing.  Both...