Cornerstone contents
These are the most important articles on the site, explaining the basic concepts. Start with these before moving on to the newer ones.
[Case study] How I made 27% and 39% annualized returns – and why I sold the latter stock
I’m a practical guy, so let’s start with two case studies: These will make it easier to understand the logic behind the two different kinds of stocks: Fallen Angels and EVA Monsters. (If you haven’t already, please read my articles
My secret sauce to dividend investing, to ramp up my returns…
Having a steadily rising dividend attracts investors and builds trust in the company. Shareholders tend to interpret increasing dividends as a sign of strong financial health. Most of them think, “As long as the dividend is growing, everything must be
How to Build an Evidence-based Stock Selection Process in 7+1 Steps
It was one of the most exciting days since I started investing… My palms were sweating; I felt like my heart would jump out of my chest… I was heading to the Florida office of Chuck Carnevale, the co-founder of
Is That Stock Attractively Valued? Your Beloved Multiples May Fool You
The core principle of value investing is almost 100 years old, yet it is totally unchanged: always invest with a margin of safety. This means that the stock you are buying must be priced at a huge discount to the
What is EVA and How to Find Attractive Stocks in Today’s Market?
To understand this piece of content, you must be familiar with the most important problems of the income statement and the balance sheet. You have to accept the fact that accounting is not meant to help investors but to calculate
Most Recent Posts
Here you will find my current, most recent posts. This is especially for those who have already read the above content.
Embrace Moving Goalposts
A large proportion of [our] performance in 2007 came from the lessonslearnt from mistakes in 2003 and 2004. Think of it as a return on prioryear losses.” (Nick Sleep) Back in 2016, I had an “aha moment” while exchanging a
How Becoming an Ironman Has Made Me a Better Investor
“You can quit if you want, and no one will care. But you will know for the rest of your life.” (John Collins, IRONMAN co-founder) Ironman is the fancy name of long-distance triathlon that consists of a 2.4-mile (3.8 km)
The EVA Monster Series: The Unseen Hand Guiding the Digital Revolution
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
Coat-tailing Done Right
“You can borrow someone’s ideas but not their conviction.” Several members sent us anxious emails after learning that “superinvestor” Mohnish Pabrai had sold ~80% of his Alibaba holding during the third quarter of 2021. While monitoring the 13F filings of
The EVA Monster Series: Biotech Exposure with a Twist
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
Curators of Wealth
“Our attitude is that of a museum director: we only want to own masterpieces.” (François Rochon) Chances are that, just like us until a couple of weeks ago, you have never heard of Giverny Capital, even though the name might
The EVA Monster Series: A Recipe for Sizzling Returns
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
Keep It in the Family
“If a restaurant has an absentee owner, over time the service quality will slip and the waiters will have their hand in the till.” (Robert Vinall) Our goal with exceptional quality-growth businesses is to become long-term owners. This essentially means
The EVA Monster Series: How to Fuel a Perpetual Growth Engine
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
Hitting the Sweet Spot
“The biggest mistakes I’ve made by far are mistakes of omission and not commission.” (Warren Buffett) This blog post is dedicated to providing a behind-the-scenes look at how subjective considerations can influence the compilation of the monthly Top 10 for
