Sitemap - 2023 - Stock Picker's Journey

Bowling, Diamonds, Whales, and Mice


Uncomfortable - Model Portfolio


Snow Plows in Summer

Radioactive Avocados

Back On the Horse

Utterly Gutless

What A Mess

Cyclicals Again

February Performance

To Do List - 2023


CFA - Level 4

Catalysts ???

Earnings Season Is Too Long

Value Line Is Valuable

Wandering Down the Value Path

List of Lists

Model Portfolio Update + Consumer Staples

Can't Chase Them Now - Industrials

Vultures, Bears, & Natural Gas

Diamonds Are Forever - Manager Review #3 - Diamond Hill

31 Flavors - The Communications Services Industry

Building the Bench

January Performance + Benchmarks

My Work Is Done + Manager Review #2 - Bill Hench

Manager Review #1 - Barrow Hanley

Is Intel a "Value Trap"

Thinking About Financial Stocks

Looking For Yield In All the Wrong Places

Thinking About Sector Weighting + 2nd Draft of the Model Portfolio

Spin-offs + Weird Stocks

Thinking Out Loud + More Building Products

The Proper Use of Price/Book

Substack Update + A Walk Through the Mall

"Extremism In the Defense of Liberty Is No Vice" - or Choice Hotels - CHH

Doing the "One Hour Analysis"

Ranking the Model Portfolio

Plagiarism Is Legal In the Investment Business

A Day in the Life of a Value Investor

To Boldly Go Where No Man (person?) Has Gone Before - The Building Products Industry

Building the "Must Follow" List

What A Week - Model Portfolio - Week 1

Model Portfolio - Day 2


Forecast 2023

How Much Macro?

The Clock Is Ticking

Model Portfolio - Day 1