March 12, 2010

A Trip To The Science Fair…


Green energy is a trend for the future. I always like investments when you can make money and feel good about helping the world as well. However, after years of searching, I still cannot find a way to really invest in the technology. What will be the trend for the future? Even if you knew which method would be dominant, could you profit from ... Read More
Categories: General
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March 12, 2010

The CEO Who Said Too Much


By now, you know that I like get to know management. When investing in smaller companies, you are really just investing in people. When you are risking your own money, you can never know enough. There’s nothing like alcohol to ferret out the truth. I was at an industry conference to learn more about a company that I owned a small position in. The ... Read More
Categories: Investments
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March 7, 2010

Trust Your Gut


I had owned the stock for years. I liked the business, I liked the assets and in particular, I really liked the CEO. He was a hard worker and he had the bags under his eyes to prove it. He lived and breathed his job. I remember seeing him at an industry party with the same bottle of warm beer for hours. He wasn’t ... Read More
Categories: General
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March 7, 2010

What To Look For In Small Company Management


When you are investing in a mature company, you are investing in a brand. You are investing in a business. For the most part, unless the guy running it is a criminal, it just doesn’t really matter that much who is in charge. Even if the CEO quits, there is a strong pool of talent to choose from and it is unlikely that a ... Read More
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March 7, 2010

Mining-worse than airlines


Quick, what’s the world’s worst investment sector? Airlines? Autos? Biotech? Give up? Junior mining is way worse. Airlines limp on for years in quasi-bankruptcy—so do autos. A few companies like Toyota even do well. Biotech companies sometimes find something interesting. Even if your junior mining company finds something, you still will probably lose money. Junior mining companies span the universe from a guy with ... Read More
Categories: General
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