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ESG = Emperor Sans Garments(?)
The consensus ESG investing movement provokes an inverse "Anti-ESG" reaction. Human progress through capitalism is a series of messy tradeoffs. Wise…
Sep 21, 2022
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Johan Eklund, CFA
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ESG = Emperor Sans Garments(?)
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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…
Aug 21, 2022
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Johan Eklund, CFA
6
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Beware Of Undercurrents (PiggyBack August 2022 Market Comment)
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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…
Aug 15, 2022
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Johan Eklund, CFA
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An Original PiggyBack Investor
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July 2022
The Foreign Investor's Advantage
If we start investing like foreigners then good things are cooking elsewhere. Grab a free diversification lunch and more interesting investment menus…
Jul 4, 2022
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Johan Eklund, CFA
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The Foreign Investor's Advantage
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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)
Jun 28, 2022
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Johan Eklund, CFA
4
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Buffett's Inflation Bet With The House(s)
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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…
Jun 20, 2022
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Johan Eklund, CFA
3
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Shades of Value
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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…
Jun 15, 2022
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Johan Eklund, CFA
2
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Below Book - Part 2: Screening Cheap
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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)
Jun 9, 2022
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Johan Eklund, CFA
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Below Book - Part 1: Pull To Average
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May 2022
Value Investing 101
Buying low to sell higher sounds easy. When starting value investing can be more challenging in practice. Here is a basic overview of key moving parts…
May 30, 2022
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Johan Eklund, CFA
3
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Value Investing 101
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Piggyback Investing
Being a selective copycat is not a bad thing in stock markets. With the launch of PiggyBack, we plan to learn and profit in the process. (PBL #0 2022)
May 30, 2022
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Johan Eklund, CFA
8
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Piggyback Investing
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