I am tired of listening to managers and bloggers using the price growth of their securities as the measure of their portfolio performance. I think it feeds into even more price-centric noise we have to filter out daily. If you’re attempting to buy a company and not a stock, you should treat your investment portfolio [...]
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 [...]
I will confess one of the main reasons I got an iPad is that I was growing weary of being glued to my laptop when having to read a 10Q or having to print out a bank’s 10K at 25 sheets with four pages to sheet so as not to print a tome and be [...]