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Tag Archives: stock market investing
What’s the Catalyst? — Wrong Question for Long-term Investors
One advantage of being a geezer on Wall Street is that you’ve seen a lot of markets and the different ways people can think about stocks. In the mid-1980s everyone was looking for “restructuring plays” that a junk-bond financed corporate … Continue reading
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Tagged equity trading, hedge funds, stock catalysts, stock market investing
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Create Your Own Conglomerate, Part Deux
Back in June I argued investors should create their own conglomerate by assembling a diversified portfolio of high quality companies. Michael Crook of UBS provides a potent factoid validating this strategy. He calculates: “After accounting for inflation, $100 invested in … Continue reading