Stock Picker's Journey | Gregg Jahnke | Substack

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 not. What you will learn is how many subjective and qualitative decisions are part of my thought process. If you are looking for…

Mar 7

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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…

Mar 1

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…

Feb 28

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…

Feb 25

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…

Feb 21

Every value manager must make a clear and conscious decision about the importance of catalysts in their investment process. Many value managers think it…

Feb 20

I am mentally exhausted from what they call “earnings season”. The big banks started reporting on January 13th, and many companies have still not…

Feb 19

Value Line is an important investment tool that helps me find new investment ideas. Before I tell you how I use it, let me tell a fun story. Back when…

Feb 14

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