Charlie Munger’s Advice For Managing Money

The Ignored EV Story Few Investors Know About Lithium may grab all the headlines, but the average electric vehicle requires 146 pounds of the mineral graphite. With no producing graphite mines in North America, the U.S. government is desperate for more domestic sources of the metal to feed the EV battery supply chain. See why "Made in America" graphite should be on every investor's radar

Charlie Munger's Advice For Managing Money

In 1999, Charlie Munger penned an investment Master Class, an article that "shreds the conventional wisdom" used by foundations to invest. While aimed at foundations, the article contained lots of lessons for individual investors. Munger directed his attacks mainly at the multiple layers of consultants and "investment councilors" employed by these large investors, in an […] Read On »

Alluvial Fund May 2023 Performance Update

Alluvial Fund performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more Alluvial Fund, LP returned 1.2% in May, compared to -0.9% for the Russell 2000 and -2.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 115.8% compared to 41.3% for the Russell 2000 and 50.7% […] Read On »

Bonhoeffer Fund May 2023 Performance Update

Bonhoeffer Fund's performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Bonhoeffer Fund returned -1.3% net of fees in March, for a year-to-date return of 1.7%.   Bonhoeffer Fund, LP, is a value-oriented private investment partnership for accredited investors. The Fund's objective is to grow capital […] Read On »

146 Pounds of Graphite Needed for Each EV Graphite - not lithium - is the largest component of lithium-ion batteries used in electric vehicles. That's why 97 more graphite mines will be needed by 2035 just to keep up with battery demand for the $7 trillion EV market. See who could benefit from skyrocketing graphite demand

How Buffett Made Money From "Workouts"

In the early years of the Buffett Partnerships, Warren Buffett made a lot of money for his investors by buying "oil and gas producing companies." But he wasn't buying any old oil and gas companies. He was acquiring shares in businesses in the process of selling themselves to a larger competitor. These situations fell into […] Read On »

New: Joel Greenblatt Shares His Earliest Lessons On Investing – What He Learned From Graham And Buffett

In the years leading up to and since the dotcom bubble, the markets have gone through a few different regimes, with different companies outperforming at different times. Last year marked a particularly challenging year for many investors, which may have caused some to head for the hills. However, it's generally not a good idea to […] Read On »

Peter Lynch On Why It's Important To Do Your Own Research

Peter Lynch is one of the greatest growth investors of all time, and his book, One Up On Wall Street, is required reading for all investors. It's particularly important for value investors to read this seminal text on growth investing because it gives the other side of the equation. It highlights some of the benefits […] Read On »

How to Apply for Social Security for the First Time

You may have a lot of questions when you are applying for Social Security benefits for the first time. In this article, we will detail how to apply for Social… Read On »

Is NexTier-Patterson UTI Deal A Sign Of More Consolidation Ahead?

Key Points Shares of Patterson UTI Energy Inc. and NexTier Oilfield Solutions surged following a merger announcement. The combined entity will be valued at approximately $5.4 billion. The merger is… Read On »

Broadcom: All-Time Highs But Still Good Value

Key Points Broadcom is one of the major tech companies trading back at all-time highs. They're well-positioned to capitalize on the AI wave. Even with the recent rally, their P/E… Read On »

Leverage AI And Build A Fortress Portfolio With Adobe

Key Points Adobe outperforms and guides higher on strength driven by AI interest. The analysts are raising their targets and have the stock in reversal. Institutions are buying and lending… Read On »

Does BCE's Hatchet Job Make the Media Stock a Buy or Sell?

While management's axing of 1,300 positions will save the telecom giant some money, it's hard to know what it means for BCE stock The Canadian media sector took a direct… Read On »

Lazy Millionaire - 8 Ways To Make A Million Dollars On 4 Hours A Day

There's no point denying that we all feel the overwhelming desire to get rich! It might sound crazy if we tell you that strategic ways do exist that can make… Read On »

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