Journal
July 2025
-
Central Banks Sometimes Can’t Win `Em All!
Good Morning Ladies and Gentlemen ””Wall Street will sell shit as long as shit can be sold” Charlie Munger Navigating U.S. interest rates can often feel like a rollercoaster ride in the unpredictable realm of finance. While investors seek that perfect win, it is important to recognise that not every decision will succeed. Embrace the […]
-
An Analytical Approach to Identifying Value Stocks Through Key Metrics
Good Morning Ladies and Gentlemen ”Most investors steer their portfolios with only the benefit of the rear view mirror.” Jesse Felder In last week’s edition of Stefan’s Weekly, “Embrace the Power of Value Investing,” we explored various facets of value investing. Today, I want to share some key metrics you can utilise when adopting […]
June 2025
-
Embrace the Power of Value Investing
Good Morning Ladies and Gentlemen ”The key to successful investing is having everyone agree with you — LATER.” Jim Grant I would like to share one final thought regarding the numerous messages I have received in response to the “Political Views and Seductive Misconceptions” in last week’s “Stefan’s Weekly.” I firmly believe that in […]
-
A Deeper Look at Wealth / Part I: A Philosophical Approach to Wealth
Good Morning Ladies and Gentlemen ”It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So.” Mark Twain In May, I had several conversations with my friend Anton, who lives in Oxford (UK) and works in the financial services sector. He is interested in […]