Here I outline the philosophy I take in my valuations and what you will expect to find and not find.
Here is my investment checklist and process.
I am not purely a buy and hold investor. This does not make me a trader. I try to find obvious price inefficiencies between the value of a company and what the market is pricing it for. This leads me to invest in the following situations:
Long term holdings:
- intention to buy and hold for over 10 years. Huge moat companies such the Coca Cola’s and Johnson & Johnsons etc. The current value of the company may not be “cheap” but the future outlook is bright.
Mid term holdings:
- holding period anywhere from 1-5 years. Companies with zero to narrow moats that are trading far below intrinsic value. To be sold once it reaches intrinsic value.
Short term holdings:
- holding period of usually less than 1 year. These are special situations such as arbitrage and tenders. This category can also include mid term holdings that rise to intrinsic value within a year. This could also mean entering and exiting positions several times if it keeps hitting my buy and sell triggers.
What To Expect
- Stock valuation tools
- Stock analysis
- Investment education
- Investing strategy and backtests
- Book reviews and recommended readings
What NOT to Expect
- Stock buy sell recommendations
- Market commentary
- Economics and macro views
- Technical analysis
- Complicated and corporate mumbo jumbo
I will generally not write about blue chips or largely followed stocks even though I may own it. Once again, the same information can be found somewhere else. Only if I can see from an extreme point of view that no one else sees, will I write anything.
While I will usually state whether I own the stock I am writing about, my exact personal portfolio, transactions, portfolio sizing will only be discussed in the members section.