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

As a child I always wondered why my father and his friends were not running the country. I couldn’t understand why dad wasn’t the coach of the All Blacks or why all referees were vision impaired idiots who did not know the rules. I was puzzled why only imbeciles were elected to run the country. My dad and his friends clearly knew better than all the coaches and politicians, their eyesight and in-depth knowledge of the rules of most sports were better than any referee. My dad and his friends knew how to fix the country and right all the wrongs. Why would no-one listen to them?

To be a successful investor you must focus on money management, risk management and portfolio management. Buy to sell and look for singles not home runs.

Investing is all about probabilities, the probability of reward versus risk. It doesn’t mater whether you’re a value, growth, fundamental or technical trader or investor you should be using probabilities to help you be a better investor. I use the Kelly Formula for comparative analysis of my portfolio and new opportunities and will discuss that in depth another day. Today I’d like to focus on short term probabilities. If you sit firmly and unflinchingly in the long term buy to hold camp then move along there is nothing for you …

The following was first posted by Dean Morel on the Motley Fool Stock Advisor board “Becoming an Investing Master” on 5th Feb 2007.
Buffett said something along the lines of it is better to be roughly right than exactly wrong. The idea behind this is you should be giving yourself large enough margin of safety that it doesn’t matter if your figures or estimates are a bit off.
Bill Mann from the Motley Fool wrote some similar thoughts on How to Be Exactly Wrong.
One way to hone your roughly right skills is …

The Microsoft board has been accused in some quarters of poor capital allocation. There is plenty of evidence to support this, not least the recent Yahoo bid, the $6B cash purchase of aQuantive and the Gucci loafer in the door at Facebook. When Microsoft paid $240M for a 1.6% stake in Facebook it was valuing a company with $140M in revenues and $30M in profits at over $15B. Some may excuse that sort of stupidity as strategic, to me it’s just plain stupid. All three deals have one thing in …

One of my favourite investing topics is behavioural finance. It is the area which I believe has the largest effect on the returns of most investors. I consider getting to know yourself a very valuable endeavour and should be a priority for all investors. Many investing newsletter writers and analysts have already mastered stock picking and will sell you their ideas for a relatively inexpensive price. The place most investor can add real value to their portfolio is in understanding themselves and conquering their biases. …