Investing is about expectations. Look for companies where the expectations are too low. This is usually caused by pessimism, controversy, complexity or fear. This belief has been echoed over the ages and expressed in many ways by Ben Graham, Warren Buffett and other value investing luminaries. The idea is very simple, yet surprisingly hard for most investors to implement. Buy fear and sell greed!

Is Biota being manipulated by evil trading bots wielding their retail investor devouring trading algorithms.

This excellent article exemplifies a style of fusion investing, the fusion of business momentum and value.

When is price the same as value?

I like keeping an eye out for all evidence against the fully invested mantra. From studies I’ve read missing the same number of best and worst days, weeks or months have similar results to this study.
An investor who missed the 10 best performance days, out of 110,000 trading days, would have had a portfolio that was 69% less valuable than a passive portfolio. Avoiding the 10 worst days would have resulted in a portfolio that was 337% more valuable than a passive investment, according to an article titled “Black Swans …

Concentrate to accumulate, diversify to protect.
When you diversify do it via a broad index or specific individuals, who through careful analysis you judge to be extremely competent and capable of significantly* outperforming the index.

Too often I embrace introspection and self-doubt. I wish I could embrace the good things.

Simple Path to Wealth & Investing vs Working

Overview for international investors on why and how to invest in Australia via American Depository Receipts (ADRs), index funds, ETFs and direct investing.

When thinking about investing in Australia most international investors first think of mining. They may be surprised to find that “Australia’s economy is now a service-based economy, with service industries accounting for around 70 per cent of total gross value added. The finance and insurance industry is larger than the booming mining sector…”

My intelligent and gorgeous wife once told me we should sell company A, which we owned, and buy company B as they were the same price and company B was clearly worth more. My interest was peaked; however, the great opportunity was a mirage, as she was only looking at the share price and that does not tell you the price tag on a company.