Why I Created This Blog

This blog will show how to:

  1. Uncover the unadulterated facts about corporate profitability and valuation.
  2. Avoid falling prey to misinformation about stocks that inundates the airwaves, papers and most research channels.
  3. Develop intelligent investment strategies.

I plan to accomplish the goals above via posts on the following topics:

  1. Danger Zone — sell and short ideas that counter naive consensus views and protect your portfolio from blow ups
  2. Long Ideas  ideas that fortify your portfolio
  3. ETF/Fund research — forward-looking insights into the best and worst from ETFs and mutual fund providers
  4. Proof Is In Performance  measurement of our stock picking
  5. Investing 101  keys to intelligent investing that you won’t hear from your broker and an expert’s perspective on what you need to know about
    1. Accounting
    2. Finance
    3. Valuation
  6. Footnotes Decoder  details on how hidden red flags affect EPS and valuation
  7. General Market comments my thoughts on the larger global economic trends driving the markets

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