By Justin J. Carbonneau (@jjcarbonneau) — Bitcoin has gone from JV to Varsity, and now has a valuation as high as some of the world’s top companies. Turning 12 years…
Tag: Factor Focus
What GameStop’s Crazy Ride Can Teach Us About Investing
By Justin J. Carbonneau (@jjcarbonneau) — There’s a saying from Winston Churchill, “Never let a good crisis go to waste”, and while the news around the Reddit message board, r/wallstreetbets,…
Where’s the Beef? Where’s the Value?
By Justin J. Carbonneau (@jjcarbonneau) — “Where’s the beef”, the popular quip from the 1984 Wendy’s commercial showed three women looking at a big, fluffy bun with expectations of an…
Considerations For Investors Seeking High Dividend Paying Stocks
Many stock investors seek out high dividend paying companies. Over time, dividends have been an important component of long-term stock returns and many investors, particularly investors drawing off their portfolios,…
Seven Lessons from Mr. Market in 2020
In Ben Graham’s The Intelligent Investor, he introduces Mr. Market, which is an allegory that is meant to help the reader understand the irrational, groupthink and herding mentality that can…
Ten Amazing Facts On Tesla As It Zooms Into The S&P 500
2020 will be a memorable year for all of us, but for those in the markets it will be particularly memorable as we are seeing many things that have never…
Knowledge Mining in the Market’s Past Returns
When you hear stats like the S&P 500 is up 10% for the year or the index has more than tripled off the 2009 low, it’s easy to take those…
Four Things Buffett Does Most Investors Couldn’t or Shouldn’t Do
They say Warren Buffett eats McDonald’s multiple times a week, gulps down a few cans of Coke a day and prefers ice cream and candy over vegetables. According to one…
What Bitcoin Taught Me About Risk & Reward In Investing & Life
In 2015, my firm Validea hired a technology consultant who was also building a company utilizing blockchain technology. At the time, the consultant suggested, “You know, you should take a…
Investing’s Real Magic Formula: Compounding
“When it comes to saving, investing, and the power of compounding, starting earlier is better – a lot better.” – Joel Greenblatt The quote is not taken from Joel Greenblatt’s…