Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
Times Like These

Times Like These

Good Evening. As a pre holiday gift to you all I wanted to take a moment and reflect onthe year that was. It’s not over yet of course, and a blog will soon follow going over Q4statistics in depth as well as how the JSPM-Omaha Growth Model has performedrelative to the...

Photo Finish

Photo Finish

Good afternoon and happy December. I wanted to provide a quick update on the JSPM-Omaha Growth Portfolio for the month of November. A more comprehensive look will be available at the end of the year, but the following will suffice for November's statistics. The vast...

Alternative Investment Offerings

Alternative Investment Offerings

The world of investments doesn't end with equities, fixed income, and cash which are covered in detail by the financial media each day. Additional opportunities exist within the investment stratosphere such as commodities, art, cryptocurrency, wine, real estate and...

It Was Actually A Red Wave…

It Was Actually A Red Wave…

... in my portfolio today. Got ya! If your blood started to boil due to the title of this post, settle down. I don't bring politics into the equation when it comes to money management, and neither should you. In fact, it's a damn good thing most of you don't do this...

Perspective

Perspective

"Perspective" - The capacity to view things in their true relations or relative importance. I've been a full time student of the markets since the beginning of 2007. I've written extensively about my process over the years, starting as more of a fundamental analyst...

Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
Times Like These

Times Like These

Good Evening. As a pre holiday gift to you all I wanted to take a moment and reflect onthe year that was. It’s not over yet of course, and a blog will soon follow going over Q4statistics in depth as well as how the JSPM-Omaha Growth Model has performedrelative to the...

Photo Finish

Photo Finish

Good afternoon and happy December. I wanted to provide a quick update on the JSPM-Omaha Growth Portfolio for the month of November. A more comprehensive look will be available at the end of the year, but the following will suffice for November's statistics. The vast...

Alternative Investment Offerings

Alternative Investment Offerings

The world of investments doesn't end with equities, fixed income, and cash which are covered in detail by the financial media each day. Additional opportunities exist within the investment stratosphere such as commodities, art, cryptocurrency, wine, real estate and...

It Was Actually A Red Wave…

It Was Actually A Red Wave…

... in my portfolio today. Got ya! If your blood started to boil due to the title of this post, settle down. I don't bring politics into the equation when it comes to money management, and neither should you. In fact, it's a damn good thing most of you don't do this...

Perspective

Perspective

"Perspective" - The capacity to view things in their true relations or relative importance. I've been a full time student of the markets since the beginning of 2007. I've written extensively about my process over the years, starting as more of a fundamental analyst...