In the era of changing consumer preferences, it’s important for companies to invest heavily in their brands. Cutting costs and becoming more efficient can only go so far. We saw this as Kraft Heinz lost over 27% of its value in one day. I’ve defended my purchase of companies like General Mills because of their strategy of building value for … [Read more...]
Goals for 2019 and Beyond
It was a wild ride towards the end of 2018. We briefly entered a bear market and roared back over the last two weeks. Because of all this volatility it was hard to focus on my goals for the new year. Overall, the fundamentals of my strategy haven’t changed much. I began this blog by discussing how I plan to invest $2000 a month into the market. … [Read more...]
International Opportunities
It seems like every time I turn on the news I see the U.S. tearing itself apart. The media and politicians are so hell bent on destroying President Trump they’re willing to risk war to do so. On the ground level, most of my millennial peers worship socialism or some other form of left-wing totalitarianism. Unfortunately, I don’t exaggerate as … [Read more...]
AT&T Closes the Deal
After nearly two years and a nasty legal battle, AT&T finally closed the deal with Time Warner. The final legal hurdle was cleared June 13th when the judge allowed the merger to proceed without any conditions. It was believed for many months AT&T would need to divest some assets as to “not injure the consumer”. The government argued the … [Read more...]
Solar Disruption
Every quarter or so I like to reevaluate my current holdings. I look for industry disruptions, financial revelations, and geopolitical risks. However, no developments have been large enough for me to sell out of a position. I’ve been concerned at times but remained committed to holding on. One of the most profound mistakes investors make is … [Read more...]
US, China Make Trade Progress
Shortly after the market topped off in January, we had a nonstop barrage of negative news. Interest rates were rising, there was political turmoil, and a brewing trade war with China. Today, interest rates are still rising, and our political system is a mess. However, it appears as if the Trump administration came to an agreement with China and … [Read more...]