Analysis and portfolios for rational investing
Governments have currently implemented draconian measures to stop the coronavirus, leading to a wide global sell-off on the stock exchanges. Market drops are often a
Continue readingLucius Annaeus Seneca, better known as Seneca, was born in Cordoba, Roman Spain, in 4 BC and died in 65 AD. He grew up in
Continue readingLast week I wrote an article about how you can create your own “dividend” by selling shares. Many investors have an irrational dividend bias: Benjamin
Continue readingFragile – handle with care: Fragile is defined as an object easily broken or damaged. When you order something online that is fragile it most
Continue readingThis article contains some brief notes on Chr. Hansen Holding AS, the famous Danish enzymes, food/nutrition and natural colors company. The article is just a
Continue readingIntroduction and summary: My idea with this article is to show that dividends are simply a return of shareholders’ capital (a partial liquidation), exactly the
Continue readingCredit Acceptance Corp has proven to be disciplined loan underwriters, a prerequisite for good long-term performance. Has a clear and rational strategy for allocating capital.
Continue readingIntroduction and summary: Comcast (ticker code: CMCSA) is the world’s second-biggest telecom company and headquartered in Philadelphia, USA. The company was founded by Ralph Roberts
Continue readingWhy do family businesses outperform? Family-owned businesses outperform the main stock indices. They do this because they have skin in the game, attract better shareholders,
Continue readingThis article contains a brief description of Constellation Software, some thoughts on its competitive advantages and excerpts from Mark Leonard’s excellent shareholder letters. The excerpts
Continue readingI signed my first client and proceeded to short my first stock. It almost proved to be my last. Over the next few weeks, I
Continue readingTo shelter your savings from taxation while building your nest egg is extremely important. I believe this is pretty obvious for most investors, but I
Continue readingThe word scalable is in Merriam-Webster defined like this: 1 : capable of being scaled 2 : capable of being easily expanded or upgraded on
Continue readingI guess most readers of my website have read books by management gurus like Jim Collins and Tom Peters, and many more have probably studied
Continue readingI believe Buffet’s annual letters are an invaluable source of investment knowledge and advice. I recently reread all of them, in addition to rereading Lawrence
Continue readingI like to take notes when I read (see my notes on the pic to the left, excuse my eight-year-old handwriting). I believe notes are
Continue readingCharlie Munger likes to think inversely. Inverse thinking simply means focusing on the things you don’t want to happen. Munger didn’t invent this concept, but
Continue readingWhich is more profitable – trading or investing? Who makes more money – traders or investors? The short answer is that you can get rich quickly
Continue readingSome weeks ago I published an article about what investors and traders can learn from Atul Gawande’s The Checklist Manifesto. I like to take notes
Continue readingThis weekend I reread The Checklist Manifesto, a book published in 2010, which argues the case for a systematic approach to our daily work as
Continue readingI reread all of Nassim Nicholas Taleb’s books in October 2019 (except The Bed of Procrustes, which I have not ordered yet). I strongly recommend
Continue readingCrowdfunding/p2p is a relatively new asset class and has increased in popularity over the last five years. To my knowledge, the biggest market, UK, at
Continue readingAbout one year ago I moved from a house to an apartment. I try to keep physical possessions to a minimum and this philosophy made
Continue readingNorway is an expensive country, I guess most tourists can agree on that. But why? One of the main reasons is the financing of the
Continue readingMainstream media and politicians always call for the limitation of firearms to avoid murders and violence. Because of this, I wanted to look at some
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