In my recent Carried Interest Is A Hidden Gem post, I include an excerpt from Bruce Flatt's (CEO of Brookfield Corporation) February 13, 2025 Letter To Shareholders in which he explains Carried Interest and why it is a hidden gem. Coincidentally, on February 14 2025, BlackRock (BLK) communicated its Board's decision (see Form 8-K) to [...]
Rollins (ROL) intends to double its revenue over the coming decade. This will require access to the capital markets. This now becomes possible with the assignment of investment-grade corporate credit ratings from Fitch and S&P Global. I last reviewed Rollins (ROL) in this April 30, 2024 post at which time the most current financial information [...]
I now pay considerably more attention to the tax implications of my investment decisions. Gone are the days where I looked forward to receiving dividend income. Our circumstances may differ, and therefore, my decision to significantly reduce dividend income may not align with your objectives. Furthermore, the tax treatments of different forms of investment income [...]
In my recent Tips To Achieve Investment Success post, I touch upon why it is important to think like an owner when investing. Shares are not mere pieces of paper. They represent part ownership of a business. So, when contemplating an investment, think like a prospective owner. - Warren Buffett Many shareholders totally miss the [...]
As a follow up to my Investing Should be Like Watching Paint Dry post, this post provides tips to achieve investment success. Success, however, can be as much about what to do as it is what not to do because our emotions lead us to make decisions that are not always rational. The following are [...]
I firmly believe investing should be like watching paint dry. Investing before the advent of the internet was cumbersome. In the 1960s and early 1970s, I remember my parents receiving share certificates which they would deposit in a safety deposit box at the bank. In late 2020, one of my tasks as their Executor was [...]
In 2020, Becton Dickinson (BDX) embarked on its 5-year BD2025 strategy. Although BDX's total investment return over the past ~8 - ~9 years is disappointing, its transition into a pure-play medtech company is approaching an end. I am, therefore, sticking with this investment since I think future performance will be superior to that of [...]
I last reviewed Blackstone (BX) in this post following the release of Q3 and YTD2024 results. Now that we have BX's Q4 and FY2024 results, I revisit this existing holding. Coincidentally, the account in which I hold BX shares unexpectedly reported multiple entries with a February 5, 2025 trade date but back dated settlement dates. [...]
The impact of brain health on our finances is a follow up to my February 5 Setting Financial Goals: Your Path To Financial Freedom post in which I use the analogy of physical exercise challenges when it comes to setting objectives and goals. Shortly after composing that post I stumbled upon a presentation entitled [...]
Setting financial goals is a critical first step on your path to financial freedom. The subject of objectives/goals was last covered in a couple of 2017 posts that are accessible here and here. Some people have the misconception that objectives and goals are the same. Let's dispel this misconception right now. What Is A Goal? [...]