A Strong Case For Investing In BlackRock

A strong case for investing in BlackRock (BLK) can be made when markets implode. It is the world's largest asset manager with over $11.5 TRILLION of Assets Under Management (AUM). In prior Brookfield (BN.to), Blackstone (BX), and BlackRock (BLK) posts, I stated that the asset management industry is saturated and that a 'shake-out' is imminent. [...]

The Real Art Of Investing

In my recent Corrections Are Healthy post, I reference Rudyard Kipling's poem 'If'. I mention that the segments from the poem that resonate the most with me are: If you can keep your head when all about you are losing theirs If you can wait and not be tired by waiting After publishing that post [...]

Why I Do Not Perform Discounted Cash Flow Analyses

Some investors perform discounted cash flow analyses when trying to assess a company’s outlook. Perhaps these calculations help them justify their investment decisions. I, however, get absolutely no value from performing these calculations and came to this realization in the mid-1980s while attending a Master of Business Administration (MBA) program at university. My finance professors [...]

FFJ Portfolio – March 2025

Another month has flown by thus triggering this FFJ Portfolio - March 2025 report; all monthly reports are accessible here. At the end of every post, I include the 'I do not know your circumstances and am not providing individualized advice or recommendations' disclaimer. I want to ensure everyone reading my posts has no preconceived [...]

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