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The Science of Hitting
2019 Portfolio Review
A look at my results for the past year, along with some thoughts on my top holdings
Stocks:
BRK.B
WFC
MSFT
DIS
Jan 03, 2020
★★★★★
Robert Abbott
More Than You Know: Innovation
(Status: Pending)
An investor's guide to how and why innovation is changing business and the world
Dec 31, 2019
Sydnee Gatewood
3 Undervalued Industrial Stocks to Consider for the New Year
(Status: Pending)
These companies outperformed the S&P 500 in 2019
Stocks:
MAN
OSK
URI
Dec 31, 2019
Bram de Haas
NIO Is Rapidly Running Out of Options
Chinese EV maker needs a rescue package
Stocks:
NIO
Dec 31, 2019
★★★★☆
Steven Chen
Why 2019 is an “Awful†Year for Investors
(Status: Pending)
Hefty valuations, share repurchases, margin debt and more show problems for the long term
Dec 31, 2019
★★★★☆
Robert Abbott
More Than You Know: Expectations, Naturalistic Decision Making and the Weighing of Information
(Status: Pending)
Michael Mauboussin outlines three more ways in which we may get caught up in psychological biases
Dec 31, 2019
Graham Griffin
1,000 Entrepreneurs: Merrilee Kick on Putting the Buzz in Cocktails and Serving Up Millions of Drinks Worldwide
(Status: Pending)
Our sixth profile covers the founder of Buzzballz and Southern Champion
Stocks:
SAVE
Dec 30, 2019
★★★★★
John Kinsellagh
Warren Buffett: 4 Principles for Successful Investing
(Status: Pending)
Understanding investing isn't hard. It's the discipline required for successful investing that isn't easy
Dec 30, 2019
Smead Capital Management
Blizzard Stocks
(Status: Pending)
We often take for granted all the technology at our fingertips and have forgotten how much information was available to us in the form of papers and books
Stocks:
OXY
MAC
BAC
Dec 30, 2019
★★★★★
John Engle
Netflix Needs to Change Its Content Strategy
(Status: Pending)
The streaming giant needs to cut back on original content output if it wants to survive
Stocks:
NFLX
Dec 30, 2019
John Dorfman
My 10 Favorite Stocks for 2020 Include Disney and Oshkosh
These companies deserve strong consideration
Stocks:
DHI
GD
INTC
OSK
BICEY
Dec 30, 2019
Rupert Hargreaves
5 Deep-Value Stocks for 2020
A look at some stocks Benjamin Graham might have liked
Stocks:
ZFGN
Dec 30, 2019
★★★★★
Steven Chen
Urbem's 'Wonderful Business' Series: Waters
An installed-base business driven by organic innovation and multiple tailwinds
Stocks:
WAT
Dec 30, 2019
★★★★★
Robert Abbott
More Than You Know: Be Careful With Behavioral Finance
(Status: Pending)
Mauboussin explains the importance of collective behavior in markets and stock prices
Dec 30, 2019
Steven Chen
Urbem's 'Wonderful Business' Series: Intuit
(Status: Pending)
A fast-growing, high-margin and cash-rich SaaS provider
Stocks:
INTU
XTER:SAP
AMZN
EBAY
Dec 30, 2019
★★★★★
Robert Abbott
More Than You Know: Imitation in the Markets
(Status: Pending)
Imitation may be unavoidable, so be conscious of who you're imitating—and why
Dec 27, 2019
Dilantha De Silva
Facebook Shares May Still Be Undervalued
(Status: Pending)
Share price does not reflect the expected growth of the company and its competitive advantages
Stocks:
FB
Dec 27, 2019
★★★★★
John Engle
Corporate Credit Meltdown May Spark the Next Financial Crisis, Pt. 2
(Status: Pending)
Gundlach and Waxman warn of a nasty exodus on the horizon
Dec 27, 2019
John Dorfman
A Useful Tool: The Piotroski F-Score
(Status: Pending)
It's not hard to tell when a stock is cheap. How can you tell if it's timely?
Stocks:
OSK
Dec 27, 2019
Barry Cohen
Roche and Gilead Losing Patent Protection on Top Sellers
(Status: Pending)
Seven pharma companies face generic competition for medications that generated high U.S. sales in 2018
Stocks:
RHHBY
GILD
PFE
AMGN
Dec 27, 2019
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