Monthly Archives: November 2014

How to Find Great Ideas with Stock Screening

There are 52,063 stocks out there in the world. Over 10,000 in the US alone. You can invest in just about any one of them. How do you decide where to start?  And how do you avoid wasting countless hours building a research list that won’t generate actionable ideas?
For many, the solution is stock screening […]

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The Dolan Company and the True Meaning of Margin of Safety

Last week, during a leisurely morning read through the Wall Street Journal, I came across this headline:
“Hmm,” I thought to myself, “that company sounds familiar.” Oh yeah, it was a 5% position in my portfolio just a few months ago! Now it and its equity are worth nothing. Zip. Zilch. Just like that, a stock […]

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