Improving Mental Margins: The Best Investment Decision I’ve Made

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Investors use the words ‘opportunity cost’ to describe a loss of potential, of missing out on a benefit that could have otherwise been enjoyed. It’s a term often used when investors watch underdog stocks soar, or when the flaws in their own portfolios remind them of the myriad other strategies, allocations, and selections they could […]

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Five Habits We Can Learn from Chess that Apply to Crisis Leadership

Leadership Habits From Chess

Chess was the breakout game of 2020, as teens and young adults stuck at home flocked to live games by chess experts on Twitch. Between top players on social media and the popularity of the Netflix chess-centric series The Queen’s Gambit, more people are not only watching but learning to play, with millions of people […]

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Dividend Aristocrats In Focus: Medtronic

Updated on March 5th, 2021 by Bob Ciura Investors looking for high-quality dividend growth stocks should focus in part, on companies that maintain long histories of dividend increases. Steady dividend raises from year to year, regardless of the economic climate, is a sign of a company with durable competitive advantages and long-term growth potential. With…

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Steve Wolosky Just Won His First Case Against Williams

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Steve Wolosky has long defended the legal rights of shareholders but having just won his first case as a plaintiff, he hopes boards will be reminded of their duties as guardians of corporate democracy – even in a crisis. Q4 2020 hedge fund letters, conferences and more Steve Wolosky’s Case Against Williams Companies’ Unusual Poison […]

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A Look Into the Bizarre Backstory of Pershing Square Tontine Holdings

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And why Pershing Square Tontine Holdings stock could still be a buy despite it Q4 2020 hedge fund letters, conferences and more InvestorPlace – Stock Market News, Stock Advice & Trading Tips It’s been a long time since I’ve written about an investment surrounded with so much crazy intrigue as Pershing Square Tontine Holdings (NYSE:PSTH). […]

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Oil: Exciting Politics

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Oil prices take a breather from the soaring rebound as enthusiasm grows for the upcoming gathering of oil nations. Although oil policy generates some uncertainty in the short term, market fundamentals suggest greater strength as demand grows with the recovery and the probable rebound in leisure and travel activity. The oil cycle is well advanced, […]

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Tesla secures long-term nickel supply through New Caledonia partnership

tesla nickel

Tesla has secured a long-term supply of nickel to use in the manufacturing of batteries for its electric vehicles. According to Reuters, the automaker is listed as a “technical partner” in a deal to take over a nickel mine in New Caledonia. However, like Tesla stock, the nickel mine is big and controversial. Q4 2020 […]

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