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Compounding: Bigger Than Apple’s $3 Trillion Market Cap January 4, 2022 Investing, Investment Opportunities, Real Talk, Technology (4-minute read) Finding quality businesses to invest in isn’t the hard part. In fact, it’s our job to do all the heavy lifting for you. Instead, the hard part for most investors is this…
Grudge Match: Why China Is My Top Pick for 2022 December 31, 2021 Investing, Trading Strategies, True Options Masters Chinese stocks got smacked this year — by China. Other investors may be running scared, but Mike's extremely bullish on Chinese tech in 2022. Slay the Wall Street Bullies — and the S&P 500 December 29, 2021 Investing, Investment Opportunities, Real Talk (3-minute read) When I first started my money management firm decades ago, I made it my business to never let Wall Street bullying happen on my watch. And that’s what I’m still doing today…
Buy the Bike, Sell the Stock December 28, 2021 Investing, Investment Opportunities, Real Talk, U.S. Economy (3-minute read) I knew this company would be one of the big winners of the pandemic. But there wasn’t a snowball’s chance in hell that I would buy its stock…
This Is What Bitcoin Is Worth… December 27, 2021 Investing, Real Talk, U.S. Economy (3-minute read) You don’t need to be a rocket scientist to see that bitcoin is a speculation…