Mastercard Is Overvalued Again

In my August 2, 2024 Mastercard (MA) post, I disclosed the purchase of an additional 300 shares @ ~$432.05 in one of the 'Side' accounts within the FFJ Portfolio. On October 31, MA released its Q3 and YTD2024 results and Q4 outlook. I, therefore, revisit MA to determine if I should increase my exposure. Business [...]

Intuitive Surgical – Valuation Is In The Stratosphere

I last reviewed Intuitive Surgical (ISRG) in this July 23, 2024 post at which time it had just released Q2 and YTD2024 results and shares were trading at ~$461. In that post, I state that ISRG was my 7th largest holding when I completed my 2024 Mid Year FFJ Portfolio Review; the share price at [...]

By |October 19th, 2024|Equity Investing|Comments Off on Intuitive Surgical – Valuation Is In The Stratosphere

You Can’t Fix Stupid

  You can't fix stupid! I limit the time spent on social media platforms but wander on X or Threads in moments of weakness. Every time I do, my heart sinks and I long for the days before everyone and their puppy had internet access. Lately, it seems like 'learning how to trade' is a [...]

By |October 18th, 2024|Equity Investing|Comments Off on You Can’t Fix Stupid

Blackstone – The Best Investments Are Made In Times Of Uncertainty

  The following recent posts focus on the asset management industry. Brookfield Asset Management Exposure Increased Brookfield Corporation – Targeting DE of $5B by 2030 Consider Investing In Asset Managers Select Your Asset Manager Investment Wisely BlackRock – An Asset Manager Investment For The Long Term In keeping with the asset manager theme, I revisit [...]

By |October 18th, 2024|Equity Investing|Comments Off on Blackstone – The Best Investments Are Made In Times Of Uncertainty

BlackRock – An Asset Manager Investment For The Long Term

In my October 16 Select Your Asset Manager Investment Wisely post, I state that there are some great firms in the highly fragmented asset management industry. One such industry participant is BlackRock (BLK) which I consider to be an asset manager investment for the long term. At the end of Q3 2024, it had ~$11.5T [...]

By |October 17th, 2024|Equity Investing|Comments Off on BlackRock – An Asset Manager Investment For The Long Term

Select Your Asset Manager Investment Wisely

Select your asset manager investment wisely if you are remotely considering investing in an asset manager! On September 27, I published my Consider Investing In Asset Managers post in which I disclosed exposure to BlackRock (BLK), Brookfield (BAM.to and BN.to), and Blackstone (BX). My rationale for investing in these firms is that I want private [...]

By |October 16th, 2024|Equity Investing|Comments Off on Select Your Asset Manager Investment Wisely

Low-Risk Paychex Is Too Richly Valued

  When I last reviewed Paychex (PAYX) in this April 3, 2024 post, the most current financial information was for Q3 and YTD2024. In that post, I disclosed the purchase of additional shares @ ~$117.55. Fast forward to October 1. We now have Q1 2025 results and shares are trading @ ~$140.80 as I compose [...]

By |October 2nd, 2024|Equity Investing|Comments Off on Low-Risk Paychex Is Too Richly Valued
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