Stock Picker's Journey

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What A Mess
What a gigantic mess the Silicon Valley Bank/ Signature Bank debacle has created. I have plenty to say on what caused bank run, and how to fix it, but…
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Gregg Jahnke
Cyclicals Again
This is a difficult post to write. What I want to accomplish is to explain why Brunswick - BC - $88 is in the model portfolio, and others cyclicals are…
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Gregg Jahnke
February Performance
Ballpark numbers - YTD model performance +10%, S&P +4%, small cap value +7%, FESCX +12% February was a breakeven month for relative performance, for the…
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Gregg Jahnke
To Do List - 2023
Here are some of the stocks, or groups, that I want to think about before June 30, 2023. I am happy with the current model portfolio, but I need to keep…
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Gregg Jahnke
Wolverine
Let’s get back to looking at stocks. Maybe we should look at something exciting like NVIDIA, or Palo Alto Networks, or maybe the wholesaler of Hush…
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Gregg Jahnke
CFA - Level 4
Don’t worry the denizens of Charlottsville (CFA leadership) have not added another level to the CFA exam, but maybe they should. I graded CFA exams for…
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Gregg Jahnke
Catalysts ???
Every value manager must make a clear and conscious decision about the importance of catalysts in their investment process. Many value managers think it…
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Gregg Jahnke
Stock Picker's Journey
An educational journey to build a model stock portfolio
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