The commonalities of Buffett portfolio – cheap, fixed income, repurchase

The commonalities of Buffett portfolio – cheap, fixed income, repurchase

The commonalities of Buffett portfolio – cheap, fixed income, repurchase

I would rather be vaguely right than precisely wrong

Simply Right is important than wrong Warren Buffett saying quoted in The Warren Buffett Way by Robert G. Hagstrom, Wiley, November 4, 1994. Buffett admits, for the simple reason that calculating future capital expenditures often requires rough estimates “I would rather be vaguely right than precisely wrong.” quoting the famous saying of the economist John Maynard … Continue reading “I would rather be vaguely right than precisely wrong”

The valuation influence of stock liquidity and stock split on listed companies

Liquidity of stocks in the market For a long time, Warren Buffett’s Berkshire company stock has been poorly rated (I didn’t write it wrong, no one should be surprised). One of the main reasons is the poor liquidity in the market, that is, very few people trade the stock. Although this is mainly caused by … Continue reading “The valuation influence of stock liquidity and stock split on listed companies”

How does Costco make money? Is it a good company?

Please read the first the article I wrote a few days ago about Costco, “Costco has been disrupting retail industry”. eCommerce The e-commerce net sales generated by Costco’s e-commerce division accounted for approximately 6% of the company’s net sales in 2020, which has doubled from 3% in 2015. At the peak time of the pandemic … Continue reading “How does Costco make money? Is it a good company?”

There are ways to invest successfully, but there can be no formulas

This post will repeatedly quote the words in my book “The Rules of Super Growth Stocks Investing”, and the words in the book referred to are my book. Stock invesment is an art In section 1-1 of the book, at the beginning I have the following paragraph: stock investment is an art, not a science, … Continue reading “There are ways to invest successfully, but there can be no formulas”

Misunderstanding of price and value

General retail investors mentality As I said in section 5-2 of the book “The Rules of Super Growth Stocks Investing”, most people incline to buy penny stocks, thinking that low-priced stocks have more room to rise in the future and are less risky. In fact, the risk is relatively high. The reason why they become … Continue reading “Misunderstanding of price and value”

The knowledge required for investment is breadth, not depth as most people think

Why most engineers can’t get rich by investing? Have you ever thought about why technology stocks have soared almost every year in the past few decades, which is the fundamental force driving the rise of US stocks. Technological engineers who know a particular field very well are like the crucian carp, but most of the … Continue reading “The knowledge required for investment is breadth, not depth as most people think”

Problems with Cigar Butt Investment

What is Cigar Butt investment? Most investors who have a little research on Buffett may know that Buffett used his own investment in the early stage of his investment career, especially during the Warren Buffett partnership that had not yet established Berkshire (ticker:s: BRK.A and BRK.B), is his mentor Graham’s “Cigar Butt Investment Method” means: … Continue reading “Problems with Cigar Butt Investment”

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