Tag Archives: BP

“Sprinkle Cupcake”: My Portfolio Strategy

“Sprinkle Cupcake”: My Portfolio Strategy

Posted on 16. Oct, 2011 by .

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I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]

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Five Ways to Find High Quality Businesses

Five Ways to Find High Quality Businesses

Posted on 17. Oct, 2010 by .

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Before I start talking about specific companies or industries of interest, I want to write about my investment approach and the characteristics that I look for in my investments. Hopefully some of the characteristics will resonate with your investment criteria. First in that list is the quality of the business. I am not looking for […]

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