• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Investing Par Excellence

Patient Long-term Investing

  • Subscribe
  • Home
  • Archive
  • About Author
  • My Portfolio
  • My Journey
  • Investing Mindset
  • Full Disclosure

Complete List of Blog Posts

Investor anxiety

June 11, 2019 emcee 3 Comments

2018 was a brutal year for individual stock investors. Following the relatively calm performance in 2016 and 2017, the US stock market in 2018 was marked with high volatility. It went down by 10% in the first quarter, and then gradually recovered. It dropped again in the fourth … [Read more...] about Investor anxiety

Investing, Investing Mindset InvestorBehavior, MarketTiming

A gauge for my portfolio

May 28, 2019 emcee Leave a Comment

A lot of investor underperformance comes from them trying their utmost to avoid seeing losses. Emotionally, losses hurt twice as much as gains feel good. But there is no way to avoid seeing short-term losses in long-term investing. It’s inevitable for a long-term investor to see … [Read more...] about A gauge for my portfolio

Investing, Investing Mindset FamousInvestors, InvestorBehavior, MyPortfolio

My gun is reloaded

May 13, 2019 emcee Leave a Comment

In his 2010 shareholder letter, Warren Buffett wrote that his elephant gun had been reloaded, and his trigger finger was itchy. He was referring to Berkshire’s dry powder cash that was intended for major acquisitions. Extending the same metaphor, today I could say that my BB gun … [Read more...] about My gun is reloaded

Investing, My Investing Journey Cash, DryPowder, Indexing, MarketHistory, MyPortfolio

Revisiting my Blackstone investment

April 24, 2019 emcee 2 Comments

I have written several times in last two years about my investment in Blackstone (BX). Blackstone is the largest alternative investment asset manager in the world. I have been gradually building up my stake in it for two years. Its shares have mostly stayed flat since -- … [Read more...] about Revisiting my Blackstone investment

Investing, My Investing Journey BusinessLeaders, MyPortfolio, PublicCompanies, RealEstate, TaxPlanning

A very short bear market?

April 8, 2019 emcee Leave a Comment

I came across an interview that CNN’s Poppy Harlow did with Warren Buffett in September 2018. She said investors were worried about cracks showing in the U.S. economy after a long nine-year run. And then she asked if Buffett was worried about an imminent recession (4:50). To … [Read more...] about A very short bear market?

Investing, My Investing Journey DryPowder, Indexing, InvestorBehavior, MarketHistory

Invest in high-quality businesses

March 26, 2019 emcee Leave a Comment

High quality businesses keep on giving—year in and year out. This is one key lesson I learned in my early investing years. Take the case of Wal-Mart (WMT) for instance. Ten years after its IPO in 1970, Wal-Mart had presence in just about 15% of the country. The stock had already … [Read more...] about Invest in high-quality businesses

Investing, My Investing Journey BusinessLeaders, InvestingStories, LongTermInvesting, MyPortfolio, PublicCompanies

My two-year bet on Apple

March 11, 2019 emcee 2 Comments

A week ago, I heard Blackstone’s COO, Jon Gray, talk about his company’s recent growth tilt. He said that decline in the U.S. interest rates that has gone on for last 30 years has come to an end. And with that, expansion of valuation multiples too. He is now focused on acquiring … [Read more...] about My two-year bet on Apple

Investing, My Investing Journey Bonds, Dividends, MyPortfolio, PublicCompanies, StockOptions

My uber dividend payers

February 26, 2019 emcee Leave a Comment

CenturyLink (CTL), a large U.S. telecom operator, has just slashed its dividend by more than one-half. For the last two years, it had sported a mouth-watering double-digit dividend yield that reached as high as about 16% recently. It was no surprise that many dividend-seeking … [Read more...] about My uber dividend payers

Investing, My Investment Portfolio Dividends, LongTermInvesting, MyPortfolio, PublicCompanies

Weekend worrying about the economy

February 11, 2019 emcee 1 Comment

A couple of weeks ago I was at our local library checking out the Barron’s weekly. They had their annual roundtable issue out. Every year in January, Barron’s invites a few successful well-known money managers to gather around a table and discuss their thoughts for the new year. … [Read more...] about Weekend worrying about the economy

Investing, Investing Mindset FamousInvestors, InvestingBooks, InvestorBehavior, LongTermInvesting, MediaAdvice, Recessions

Market neutral investing

February 4, 2019 emcee 2 Comments

Last week, John Rekenthaler of Morningstar wrote an article on worst alternative investments of the decade. Market-neutral funds were among his top-five worst investments. Average annual return from the funds in this category was 0%. He wrote this, tongue in cheek: … … [Read more...] about Market neutral investing

Investing, My Investment Portfolio Cash, DryPowder, FamousInvestors, InvestingBooks, MyPortfolio, StockOptions

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 7
  • Go to page 8
  • Go to page 9
  • Go to page 10
  • Go to page 11
  • Interim pages omitted …
  • Go to page 15
  • Go to Next Page »

Primary Sidebar

Click Here for Home Page
Click Here for Posts Archive
RSS
Facebook
fb-share-icon
Twitter
Post on X
LinkedIn
Share

Most Read Posts

  • My 401(K) story – from 1992 to 2012
  • Why I stay invested in stocks?
  • Beware, the markets go down often!
  • A deeper look into my portfolio

Categories

  • Investing Mindset
  • My Investing Journey
  • My Investment Portfolio

Archives

About Author

I am a saver and an investor … more ... about About Author: emcee

About This Site

This is a personal blog … more ... about Full Disclosure

Recent Posts

  • Bought stocks for my kids 13 years ago
  • Avoid false positives in your investing
  • Dry powder investing helps me stay productive
  • Recent downturns through history’s lens
  • Make your investing an infinite game

Tags

Bonds BusinessLeaders Cash Dividends DryPowder FamousInvestors Gold Indexing InvestingBooks InvestingStories InvestorBehavior LongTermInvesting MarketHistory MarketTiming MediaAdvice MyPortfolio PublicCompanies RealEstate Recessions StockOptions TaxPlanning WhatIfAnalysis

Recent Comments

  • Nicholas on Recent downturns through history’s lens
  • emcee on Recent downturns through history’s lens
  • emcee on Recent downturns through history’s lens
  • Joel on Recent downturns through history’s lens
  • Nicholas Kellagher on Recent downturns through history’s lens
  • emcee on Make your investing an infinite game
  • Nicholas on Make your investing an infinite game
  • emcee on My portfolio performance 2024
  • Joel F Botner on My portfolio performance 2024
  • emcee on My portfolio performance 2024
  • Nicholas on My portfolio performance 2024
  • emcee on Update on my Apple bet
  • Joel F Botner on Year-end 2023 portfolio performance
  • emcee on Where is the market headed next?
  • Joel F Botner on Where is the market headed next?
  • emcee on Near-term returns versus long-term

Copyright © 2025 · Daily Dish Pro on Genesis Framework · WordPress · Log in