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August 2022

Beware Of Undercurrents (PiggyBack August 2022 Market Comment)
The stock market's surface lays still after a summer recovery rally. So things are rosy? Not really. Long-term investors face fundamental undercurrent…
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Johan Eklund, CFA
An Original PiggyBack Investor
Robert Heilbrunn went from client and student to investment research associate of Benjamin Graham. In time, Heilbrunn found his edge in piggybacking on…
 • 
Johan Eklund, CFA
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Johan Eklund, CFA
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Johan Eklund, CFA
Investing Newsletters
PiggyBack's Newsletter Recommendations. Most cover investing niches. Many cover more or less related aspects of the world that we find interesting. All…
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Johan Eklund, CFA

July 2022

June 2022

Buffett's Inflation Bet With The House(s)
Two summers ago Berkshire Hathaway bought century-old Japanese conglomerates. Warren Buffett got a good deal on inflation-protection. (PBL #3 2022)
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Johan Eklund, CFA
Shades of Value
An intro to fundamental equity metrics and common definitions in value investing. How well is the accounting grounded in reality? And when are we…
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Johan Eklund, CFA
Below Book - Part 2: Screening Cheap
The easiest way to short-list asset discount stocks? Screen. Here is a global June 2022 bargain bin tour. Plus: An Oracle just bought the deepest asset…
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Johan Eklund, CFA
Below Book - Part 1: Pull To Average
Down is not out when buying stocks below book value. Value investors have learned not to underestimate the pull to average. (PBL #1 2022)
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Johan Eklund, CFA
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