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.
Most Recent Posts
Here you will find my current, most recent posts. This is especially for those who have already read the above content.
The EVA Monster Series: As the World is Getting Fatter, so do Novo’s Shareholders
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
The Quarterly Earnings Game
One of the companies in our FALCON Portfolio announced in 2019 that it would discontinue the practice of giving quarterly guidance. That was Illinois Tool Works, and here’s the brief comment that I added to the news: “I welcome this
The EVA Monster Series: The Monopoly Behind AI, Fighter Jets, and Smartphones
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
If I Could Give Only One Advice to Investors, THIS would be it
Do you know how Ben Graham, the father of value investing, used to open his famous course at Columbia? According to one of his students, Marshall Weinberg, this is what Graham said at the very beginning: “If you want to
The EVA Monster Series: How About the “House of Gucci”?
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
Playing By Different Rules Is Your Advantage
How on earth are we supposed to outsmart professional investors? Mutual fund managers control over 85 percent of the money in the stock market; they live and breathe stocks, so we don’t seem to have a realistic chance. Isn’t it
The EVA Monster Series: Will Intuit’s Management Prove Us Wrong?
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
Are You Guilty of This Common Investment Mistake?
Let me share one of my favorite stock market-related analogies. A middle-aged woman is walking through Central Park, and she has a very active dog with her. My Hungarian vizsla (Lara) would fit well in this story. Here she is
Grainger Case Study: The Anatomy of 30% Annual Returns
W.W. Grainger (GWW) first appeared in the FALCON Method newsletter in August 2017 when we bought the stock at $170.35. Fast forward ~5.5 years to March 2023, when we exited this position at $704.88, realizing an annualized total return of
Performance Review and Related Thoughts (The First 5.5 Years)
From the Closing Thoughts of the January 2023 FALCON Method Newsletter (published on 08/01/2023) The numbers are in. As usual, in the January issue, we take a look at how our FALCON Portfolio has performed relative to some benchmarks. To
