Educational topics

The 5 Point Framework
My portfolio tier system
I share the bespoke DCF model that I built free to download to all newsletter subscribers
I examine some of the scenarios that could be used to indicate when to add to a stock position.
One of the biggest problems that investors experience is determining the proper time to sell. In this edition I examine some of the factors to consider…
How to do your own Due Diligence
I examine valuation multiples and compare the results for some of the “Big Tech” namely Apple, Google, Facebook and Microsoft to see who comes out on…
See all