Growth Stocks Investing
Investing is rarely a problem of asset selection; it is a problem of mathematical categorization. Most portfolio failures stem from a “Category
We are all taught the same fundamental truth of investing: Stocks go up over time. We are shown a chart of the
Investing is a journey that requires a careful blend of financial knowledge, psychological awareness, and a long-term perspective. This essay presents a
In the quest for exceptional investments, one metric stands out as both a guiding light and a rigorous filter: Return on Equity
Short duration or short-term stocks are returning near-term cash to their owners while long duration stocks are expected to return cash, or
This post explores the Late Harvard business professor Clayton Christensen work on disruptive innovation (The Innovator’s Dilemma: When new technologies cause great
A company repurchasing its own shares may suggest that it is no longer able to reinvest its excess cash at high rates
Stock price rises over time based on the quality of earnings and on how long those earnings can be reinvested at high
GREAT BUSINESSES COMPOUND THEIR EARNINGS AT HIGH RATES The characteristics which growth stocks enjoy were studied by security analyst Thomas Phelps in