Stock Picker's Journey

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March 2023
February 2023
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
Earnings Season Is Too Long
I am mentally exhausted from what they call “earnings season”. The big banks started reporting on January 13th, and many companies have still not…
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Gregg Jahnke
Value Line Is Valuable
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…
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Gregg Jahnke
1
Wandering Down the Value Path
It is time to stop making long lists and analyze some stocks. Can we find an idea good enough to find its way into the model portfolio? The was one…
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Gregg Jahnke
List of Lists
I am sure you are tired of lists, but staying organized is important. Every good gold miner knows you have to look at the whole property before you…
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Gregg Jahnke
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