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KFS IS BRILLIANCE UNDISCOVERED

There is no magic in the formula KFS is utilizing to turn what was once a...

THEY DON’T RING BELLS AT MARKET TOPS

I’m not certain if the sell-off we experienced on Friday was the...

THE PATH TO DISCOVERY OF NEW OPPORTUNITIES

The Roth Conference in Laguna Niguel kicks off this weekend. I rarely attend...

THERE IS NO EXIT POINT

If you are an investor in a company, you cannot have an exit point unless it...

CLIENT LETTER: IF AT FIRST YOU SUCCEED, QUIT TRYING

What follows is a section from the “Thoughts & Analysis” portion of...

WHAT IT TAKES TO OUTPERFORM IN THE CURRENT MARKET ENVIRONMENT

When I first started writing my views publicly in January 2011, the...