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Starting Over
It’s a new year, so let’s start over and build a model portfolio. Let’s start with the consumer defensive sector. This group has much fewer issues with…
Jan 4
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Gregg Jahnke
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Starting Over
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Ten Stocks for 2024
I have seen too many bad lists, I have to do my own. I remain committed to the idea of teaching value investing, but I am still searching for the best…
Jan 2
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Gregg Jahnke
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Ten Stocks for 2024
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June 2023
Bowling, Diamonds, Whales, and Mice
If you only learn one thing from the ramblings of a rapidly aging value investor let it be this: good investing requires creativity Do not for a moment…
Jun 28, 2023
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Gregg Jahnke
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Bowling, Diamonds, Whales, and Mice
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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…
Jun 27, 2023
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Gregg Jahnke
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Parade
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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…
Jun 25, 2023
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Gregg Jahnke
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Uncomfortable - Model Portfolio
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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…
Jun 20, 2023
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Gregg Jahnke
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Comfortable/Uncomfortable
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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…
Jun 16, 2023
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Gregg Jahnke
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Snow Plows in Summer
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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…
Jun 15, 2023
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Gregg Jahnke
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Radioactive Avocados
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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…
Jun 13, 2023
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Gregg Jahnke
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Back On the Horse
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April 2023
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…
Apr 3, 2023
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Gregg Jahnke
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Utterly Gutless
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March 2023
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…
Mar 27, 2023
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Gregg Jahnke
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What A Mess
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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…
Mar 7, 2023
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Gregg Jahnke
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Cyclicals Again
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