By Lewis Johnson - CHIEF CONCLUSION It should come as no surprise to our long-term readers that, when equity valuations become extended in our view, our research team grows more cautious. Our team finds itself at such[…]
By Lewis Johnson - CHIEF CONCLUSION Buying an investment may be only half the battle. What about when to sell? We think the ability to sell well is one of the rarest and most valuable skills in investing. Our[…]
By Lewis Johnson - CHIEF CONCLUSION The other day I passed a big milestone, I lost a hundred pounds from my peak weight. I thought I would take a minute and write about it, because like so many other things in life, I[…]
By Lewis Johnson - CHIEF CONCLUSION Recognizing a classic investment may be one of the most difficult – and rewarding - challenges in the world of investing. In our opinion, to successfully do so, first you must[…]
By Lewis Johnson - CHIEF CONCLUSION Savvy cyclical investor Sam Zell is buying energy assets. Our own research team has been studying the energy sector with much interest as well. Many of the potential investments we[…]
