Posts
Excerpt from John Train’s book of John Neff’s stock techniques
**Note**, the excerpt comes from the 2nd book in the “Money Masters”series. John Train interviews and sometimes even invests his clients monies with these masters. This book came out in ‘89. **Note**: John Neff is often called the Value investors’ investor. He is a low p/e investor and not very …
General thoughts on value investing as a busy adult
Hi Bros! I am 30 years old and recently got into investing. So I work as an engineer and have a busy job but I started to follow news related to finance, valuations of some comapnies etc and its all really interesting stuff. What I wanted to know was for …
How to deal with a growing portfolio?
The longer I invest, the bigger the pot gets. My portfolio is currently at 400% of my initial investment, which means any win or loss is now four times larger than it used to be. Because of this, I am feeling more stressed. The numbers have gotten much larger, and …
The Next Phase of the AI Bull Run
Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be entering its next phase. As well all know, the last …
How to understand roic
How can I understand how much money is getting generated from an investment a company just made? Talking about how to read and interpret that from quarterly reports. Any real examples?
Find me a company like Travelzoo (TZOO) that has bought back 15% of their shares over the last 18 months, and I will buy that stock as well.
Anyone got a stock like Travelzoo (TZOO) that’s been buying back like 15% of its shares in the last 18 months? Show me one and I’ll probably buy it too 😂 TZOO’s been going hard — repurchased a ton in 2025 and another 500k in Q1 2026 at a steal. …
Beware FCF (sometimes)
\*\* This is primarily an issue for businesses that are headquartered somewhere other than the US (note: it does apply to some US-listed businesses, that are headquartered elsewhere). If you are confident you don’t/won’t own any, you can save yourself a mess of accounting babbling if not interested. \*\* I’ve …
Portfolio opinion
Can anybody please analyse and give me their opinion on my portfolio. Please note that I am 17 years old can save approximately 2k a year. Its gonna be a long read but thanks for taking the time. Current allocation: Howard Hughes : 22% Brookfield (BN) – 21.6% Intuit (INTU) …
Does anyone else find that they're liable to get personally attached to particular investments?
I've noticed that there are certain stocks in my portfolio that I'm illogically attached to. These tend to be companies that are relatively tiny and obscure and I take some level of pride (warranted or not) in "discovering" them. I don't necessarily believe that these companies will beat the market, …
Any opinion on what Terry Smith is doing? I really admire the guy, but this change surprised me quite a lot
So the new Fundsmith half-year letter dropped and honestly it caught me off guard. The fund's down 2.9% while MSCI World is up 11.2% — a 14-point gap in six months — and instead of the usual "sit tight, we're long-term," Smith actually went and changed the way he manages …