Defy The Odds And Master Your Financial Mind

Most people never set a goal and aimlessly go through life never achieving anything meaningful. Such are the people who ask 'Why?' when they hear of people of go to extremes to achieve what most people would never even remotely contemplate; this is pertinent to the financial aspects of life. In my recent The Illusion [...]

By |January 19th, 2025|Education|Comments Off on Defy The Odds And Master Your Financial Mind

Why BlackRock Might Be Overvalued Right Now

With ~$11.6T in assets under management (AUM) following a record $641B of full year net inflows, including $281B in Q4 2024, I view BlackRock (BLK) as a great long-term investment. What I need to determine is whether BLK's valuation is sufficiently attractive to increase my exposure. I last reviewed BLK in my October 17, 2024 [...]

By |January 18th, 2025|Equity Investing|Comments Off on Why BlackRock Might Be Overvalued Right Now

Break The $100000 Myth

At Berkshire Hathaway’s 1998 Annual General Meeting (AGM), Charlie Munger stated: The first $100,000 is a bitch, but you gotta do it. I don’t care what you have to do. If it means walking everywhere and not eating anything that wasn’t purchased with a coupon, find a way to get your hands on $100,000. After [...]

By |January 13th, 2025|Education|Comments Off on Break The $100000 Myth

The Illusion of Wealth: The Cost of Trading Time For Money

Perhaps it is just my DNA but I struggle to sit and read the same book for a few hours. This is why I generally have 4 - 5 books on the go. Currently, I am at various stages of reading the following books: Private Empire: ExxonMobil and American Power by Steve Coll Don't Fall [...]

By |January 13th, 2025|Education|Comments Off on The Illusion of Wealth: The Cost of Trading Time For Money

5 Things Investors Should Ignore

We often hear and read what is important to achieve investment success. In this post, however, I want to delve into something a bit more unconventional but equally important and that is 5 things investors should ignore. Beating The Market A common fault of many investors is the fixation about consistently generating investment returns that [...]

By |January 12th, 2025|Education|Comments Off on 5 Things Investors Should Ignore

Tax Efficiency And Investment Decisions

Retail investors are bombarded with investment advice from today’s media of which most relates to before-tax investment returns. We, however, live in an after-tax world. This is why we need to view tax efficiency and investment decisions together. In this post, I touch upon the importance of allocating investments in the most tax-efficient manner. This [...]

By |January 11th, 2025|Education|Comments Off on Tax Efficiency And Investment Decisions

Stay The Course

'Stay the course' is a phrase used by navigators to encourage maintaining the current direction or plan, especially when faced with challenges or temptations to change. It is rooted in maritime history where maintaining a set course was crucial for reaching a destination safely and efficiently. The phrase has broader applications in life and in [...]

By |January 10th, 2025|Education|Comments Off on Stay The Course

Time Is The Secret Sauce To Building Wealth

One of the most memorable things I learned in business school is that TIME is the secret sauce to building wealth. A host of factors such as: Your Starting Point Income Growth Financial Literacy Expense Management Tax Planning Risk Management certainly influence wealth creation. The power of time, however, is often overlooked because most people [...]

By |January 9th, 2025|Education|Comments Off on Time Is The Secret Sauce To Building Wealth

The Position Sizing Conundrum

As a follow up to my How I Identify New Companies to Research post, in this post I address the position sizing conundrum investors face when trying to determine how to properly size a position within an investment portfolio. Dollar versus Percentage Perspective Determining how much weight each particular stock receives in a portfolio is [...]

By |January 8th, 2025|Education|Comments Off on The Position Sizing Conundrum

How To Think About A Company’s Moat

Every great business is built around a strong moat. - Warren Buffett A company’s moat is an essential concept for investors and business professionals. It refers to a company’s ability to maintain competitive advantages to protect its long-term profits and market share from competing firms. Think of a company's moat as the answer to What [...]

By |January 7th, 2025|Education|Comments Off on How To Think About A Company’s Moat
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