Investment Analysis

Deciding to sell a stock is as hard as deciding to buy a stock

Jun
06

Yesterday, I sold two of my positions completely – BABA and AAP.  I had been thinking about liquidating BABA for a long time, but AAP had just come up on my radar.  It is important to make these decisions with the least emotion possible.  Optimally, making the decision with no emotion is best, bu

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Company guidance – Just make me puke

May
04

I like companies more that don’t provide company guidance for several reasons.

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