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The Right Tool

I wanted to take a short break from the bank analysis series because I woke up this morning ecstatic.  My Morningstar Document Research trial run just started. It was like Christmas, and I was ten years old running to play with the toy I’d had my mind set on for weeks. Finding the right tool […]


When to Sell a Stock

Do you have a sell list? A sell list is a little piece of research you write down before you buy a stock that lists all the reasons you might want to sell it in the future.  You want to have one.  Here’s why. Humans are notoriously bad at prediction. Just like going to the […]