We own businesses that generate excess cash, and this abundance of cash allows our companies to invest. Strategies Why cash flow is king in our portfolio
You didn't need an accounting degree to see this Groupon restatement mess coming. There were warnings, as well as individuals raising detailed concerns. Outlook Groupon: A lesson in due diligence
In the past four years, copper has been a great leading indicator for stocks. Strategies Keep an eye on China and copper prices
The market is in a bull cycle by our trend following models, and we’ve been favoring the long side. Strategies Our strategy for a market entering a bull cycle
The term refers to an investor’s pro-rated share in the earnings of the companies that he is in invested in. Strategies My portfolio’s still cheap based on ‘look-through’ earnings
Freedom to think outside the box won't guarantee impressive returns, but it may be a prerequisite to them. Outlook What Keynes can teach us about choosing an investment manager
It seems to me that Diamond Foods must execute its strategy perfectly to pay off its long term debt obligations. Strategies Why I’m passing on Diamond Foods stock
Performance counts. But here are the factors that may be even more important to you long-term investing success. Outlook Beyond performance: How to pick an investment manager