Experience, Age, And Wealth Determine Your Stock Market Performance
A recent study about Norwegian traders and investors sheds some light on the returns (or lack of) based on diversification, age, wealth, and risk appetite.
Continue readingHormel Foods- The Definition Of A Boring Compounder
Hormel Foods (ticker HRL) has an outstanding long-term track record, yet it’s not a widely known company. What does Hormel do and is it likely
Continue readingIs It Better To Pay Rent Or Buy? (What Would Buffett Do?)
Charlie and I don’t know our cost of capital. It’s taught in business schools, but we’re skeptical. We just look to do the most intelligent
Continue readingWhat Happens To Dividends In A Bear Market?
Dividend investing has become increasingly popular over the last decade. One of the main reasons is the belief that investors don’t need to worry about
Continue readingHow Long Do You Need to Own Stocks To Make Money?
Everyone understands that you need to own stocks over many years to make money. How long do you need to hold a broad portfolio of
Continue readingHow To Beat The Swedish Total Return Index
By investing passively you outperform most of the professional fund management industry. But how can you invest passively and beat the index? In Sweden, the
Continue readingWhy Spinoffs Outperform
There are plenty of reasons why a company might choose to unload or otherwise separate itself from the fortunes of the business to be spun
Continue readingIs This The Holy Grail Of Investing?
What is the Holy Grail of investing? The Holy Grail is often used to describe a method to achieve eternal success or happiness, depending on
Continue readingOtis Is A Long-Term Compounder (Analysis)
Otis is the world’s biggest elevator company. It manufactures and installs elevators, escalators and moving walkways. The name origins from the founder, Elisha Otis, who
Continue readingThe Best Swiss Dividend Stocks
Despite its small size, Switzerland is home to many great businesses. The easiest way to get exposure to the Swiss market is, of course, to
Continue reading15 Mini/Baby Berkshires
Berkshire Hathaway is big, mature, and its chairman is old (90 years). This leads many investors to look for companies that are similar to Berkshire
Continue readingConstellation Software’s Agnostic Capital Allocations
Constellation Software’s CEO Mark Leonard is a bit of an eccentric character and CEO. Under his reign, the company has compounded at about 40% for
Continue readingOlvi plc – A Finnish Sin-Stock
This very brief article looks at Olvi – a Finnish brewer and distiller. We expect a 7-10% return over the next decade. Olvi will not
Continue readingHow To Invest In Scandinavia And The Nordic Region
The Nordic region is small, with only 28 million people, but nearly all the main investment possibilities are represented. The Nordic Juggernaut is Nasdaq Stockholm,
Continue readingHow To Find Multibaggers (Returns Several Times Costs)
A new research report called The Makings Of A MultiBagger has recently been frequently “retweeted” on Twitter. Three summer interns made the study at Alta Fox Capital
Continue readingHow To Get Rich From Stocks
Is it possible to get rich from stocks? If so, how can you do it? It’s possible, of course, to get rich from stocks, given
Continue readingWhy Shorting Is Difficult (Shorting Explained)
Recently the short squeeze in Gamestop and some other stocks have attracted a lot of media attention. Of course, the action is sheer speculation and
Continue readingThe Best Finnish Dividend Stocks
We believe the Nordic region is a good place to invest. It’s safe and it scores well on ease of doing business, despite its reputation
Continue readingAn Investment Checklist Example (Why You Should Have A Checklist)
No matter your time horizon or investment style, you should have an investment checklist. The bare minimum is a mental checklist, but preferably it should
Continue readingThe Best UK (British) Dividend Stocks
The dividend has always been an important component of the investment culture in the UK. This is easily seen by looking at the companies’ websites
Continue readingThe Best French Dividend Stocks
France has many high-quality companies: Who have not heard of L’Oreal, LVMH, Schneider, or Sanofi? Both the CAC-40 and the CAC Mid-60 contain many high-quality
Continue readingThe Best Danish Dividend Stocks
The Danish stock market is pretty fragmented and is not dominated by just a few sectors, like for example the Norwegian stock market. Denmark has
Continue readingThe Best German Dividend Stocks
Germany is home to many high-quality companies. Who has not heard of Adidas, Puma, Porsche, BMW, BASF, Siemens, or for example SAP? Germany is famous
Continue readingBe Aware Of Your Dividend Bias
Richard Feynman once said that the first principle is that you must not fool yourself and you are the easiest person to fool. Most of
Continue readingTakeaways From Fundsmith’s Annual Letters (Terry Smith)
Terry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
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