Investing Strategies

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What the Best Tech Investors are Buying Right Now

Last week, I told you I would circle back and share the latest buying and selling activities of some of the best energy and technology investors. I covered SIR Capital, one of the best energy investors in recent years, but followed that with Donals Smith and Company, a deep-value firm with very little technology exposure. […]

 “A Charlie Munger for the Rest of Us”

 “A Charlie Munger for the Rest of Us”

I recently gave a presentation in Palm Beach to a number of high-powered investors. The topic was my small-cap value and momentum strategy. The power of this strategy raised more than a few eyebrows… And at the end, these investors were convinced this is the best way to make money in today’s market. One of […]

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This Luxury Giant’s Stock Is Dirt-Cheap

France’s LVMH (LVMUY) is a titan in the global luxury goods industry and is guided by billionaire Bernard Arnault and his family. The company’s brands include Louis Vuitton, Moet Hennessey, Christian Dior, Tiffany, Givenchy, Sephora, Bulgari, Tag Heuer, Princess Yachts, and many brands spread across these broad categories: fashion and leather goods, perfumes and cosmetics, […]