Stock Picker's Journey

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Parade
I want to hold a parade for the owners of Unifi - UFI. Does anyone know how to organize a parade? I want jugglers, elephants, and marching bands. Do you…
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Gregg Jahnke
Uncomfortable - Model Portfolio
This is the small to mid-cap portfolio that I always wanted to build. 30+ years wandering through “macro-wasteland” made me present the “comfortable…
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Gregg Jahnke
Comfortable/Uncomfortable
I am still struggling with the best way to present my investment ideas in an educational format. A few days ago a friend gave me a clip of Arnold…
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Gregg Jahnke
Snow Plows in Summer
I guess it is the great Ben Graham who gets credit for the quote: “Buy your straw hats in winter” I did a screen a few days ago looking at all stocks…
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Gregg Jahnke
1
Radioactive Avocados
Rather than turn on CNBC for a 5am dose of macro-momentum word salad, I fired up Gurufocus and ran a simple screen. The result was a fairly good small…
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Gregg Jahnke
Back On the Horse
Sorry for not writing for two months. I love teaching, but I really do not like writing. I got a lot done done during my “writing avoidance mode…
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Gregg Jahnke
Utterly Gutless
The model portfolio I presented last week can only be described in one way - “utterly gutless”. I still feel the new model was absolutely necessary and…
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Gregg Jahnke
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Stock Picker's Journey
An educational journey to build a model stock portfolio
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