Philip Fisher was a very practical and consistent individual. He advocated long-term investing, concentrated investing, and betting on companies in industries he had a deep understanding of. Paths to Wealth Through Common Stocks fully demonstrates that he truly embodied these principles.
Space companies are experiencing the best time in history
US-listed Space companies are experiencing the best time in history ever, and this article will explore the key driving factors.
“Take Stock In This”
The biggest reason to recommend “Take Stock In This” is that the author’s arguments are substantial and supported by proven investment results. The investment methods he developed, as described in the book, are not significantly different from the correct investment concepts I know (such as long-term investing, growth stock investing, value investing, etc.), making it well worth reading.
Nvidia Huang stock recommendations are extremely inappropriate
Huang stock recommendation of any specific stocks is extremely inappropriate. But expressing industry views does not mean recommending individual stocks. These are two different things. All prudent business leaders should avoid it. Have you ever heard Buffett publicly recommend a particular stock? To my recollection, zero.
Stock quiet period regulation
The quiet period in the US stock market is a very important compliance concept. The SEC has a complete mechanism to ensure that whether it is retail investors or Wall Street giants, the timing and content of obtaining core financial information of companies in the market are completely consistent and fair.
TSMC employee bonus remains unresolved
The issue of TSMC employee bonus system has come to a head because, frankly, it reflects a long-standing problem in Taiwanese society and workplaces regarding labor rights. Taiwanese society still harbors a negative view of labor unions, believing that employees must obey any company arrangements, and that company management never considers employee rights in its business decisions.
Munger Archives, Shareholder Letters
This post compiles Munger archives and shareholder letters.
Mini-SpaceX Rocket Lab
Rocket Lab operates efficiently, successfully completing 21 launches last year with a 100% success rate. This helped it secure an $816 million contract from the U.S. Space Development Agency (SDA).
Nvidia RTX Spark destined to fail
RTX Spark is destined to fail. There’s no need for time to prove it; anyone with even a basic understanding of the industry or common sense knows the outcome. There’s no need to wait or look at market sales reports six months from now.
Amazon top 10 stock investing books
Here is the table for Amazon top 10 stock investing books