Archive - The Investor's Journal

Concentrated portfolio?

Or comfortable making large bets?

Jun 15 •

May 2024

You've Got to Want It

“Can I retire early?” As an advisor, this was, by far, the most common question asked by potential clients. Prospects would have $5 in their back pocket…

May 21 •

April 2024

The Least Bad Option

A different mental model

Apr 24 •

Walking the Dog

The best analogy I’ve ever heard for investing in a company’s stock is walking a dog. It goes like this: Imagine you are taking your dog for a walk down…

Apr 11 •

March 2024

Go Ahead, Buy that Stock

Going back to basics with a little Person Finance 101.

Mar 27 •

February 2024

A Lament for Personal Finance

I just finished reading No Worries: How to live a stress-free financial life by Jared Dillian. It’s a great book on personal finance. On his behalf, I…

Feb 15 •

Except with $$$ instead of alcohol

Feb 8 •

January 2024

House Keeping, Lessons from 2023

I hope everyone enjoyed their Holidays as much as I did! I wanted to update readers on some upcoming changes to the newsletter. First, a big thanks for…

Jan 21 •

December 2023

Happy Holidays!

Dec 21, 2023 •

November 2023

Following Management

I recently spent a few hours analyzing a company. I followed it loosely for several years, read their transcripts, etc. So, I was already reasonably…

Nov 26, 2023 •

A Rant About Moats

I recently read a stock pitch about a small company. One of the critiques it received was that a reader didn’t understand what the business’s moat was…

Nov 5, 2023 •

October 2023

Generic Company A

I have a mental framework that I use when I look at a new company. I’ve never really had a name for it before, but now that I am writing about it, I…

Oct 15, 2023 •

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