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Scorecard #8 – Unconventional Wisdom

… Cisco Systems is the world leader in the design, manufacture and sale of high-performance networking equipment for the Internet. Their products are ubiquitous and most often the industry standard. In an era of increasing usage of smartphones, tablets, and connected devices (the “Internet of Everything”) data transfer and consumption should continue to increase exponentially.

Aug, 10, 2013

Scorecard #7 – Anchors Aweigh

… Many (most?) investors are fascinated by the daily fluctuations of the stock market. CNBC, BNN and other business news programs fill countless hours of their programming days featuring “experts” that try and give meaning to recent market moves and predict the way forward. Investors are thus conditioned to search for meaning in Mr. Market’s every twitch. It is a Pavlovian-like process.

Jun, 10, 2013

Scorecard #5 – Birdy Num Nums

… Markets will forever continue to oscillate between the extremes of panic and greed. The common thread is that at both extremes, most people ignore valuations to their peril and become transfixed with stock price movements. It has happened for centuries and will continue to as it is simply in our nature.

Oct, 10, 2012