5 Investing Tips for 2021 and The Castaway Capitalist’s 2020 Log
When I tried to co-launch a new investment manager a few years back, I started the habit of reviewing the prior investing year’s actions and setting goals for the new one. This post is a summary of my review of 2020.
Hungry for Knowledge and Ready to Improve Your Investing Skills?
The Castaway Capitalist’s Resources Page is Up and Running!
I have created a page for investors looking for additional resources. You can access the page from the menu bar at the top right of the main page or here.
4 Reasons to Invest in Uranium NOW
And the Best Stock to Consider
The holy grail of investing is finding large mispricings with a clear and imminent catalyst to realign prices. These can be found due to market structure and non-economic factors, like human behavior (as discussed in my prior article on cycles), which causes people to extrapolate recent history beyond what is appropriate.
Technical Analysis: An Important Tool for Value Investors
Between 2012 and 2014 I had been researching small oil and gas companies throughout Africa, Latin America and the Middle East and had assembled a basket of stocks and bonds issued by low-cost producers in those regions. Oil had started coming off the highs in the earlier part of 2014, but my analysis had shown that even under much lower oil prices, these companies were able to generate sufficient cash flow to pay an attractive return to the bonds or stocks owned. Despite taking unrealized losses on the positions through the year, I had the conviction that they would turn around based on my analysis of the fundamentals.
Market Cycle Highs and Lows: Why They’re Important and How You Can Prepare For and Profit From Them, Part II
Most impactful things in life take time for their significance to become apparent. For me, surfing is one of those things. Now, to put all my cards on the table, I am NOT a good surfer by any objective assessment, but learning to surf has vastly enhanced my perspective on investing.
Market Cycle Highs and Lows: Why They’re Important and How You Can Prepare For and Profit From Them, Part I
Most impactful things in life take time for their significance to become apparent. For me, surfing is one of those things. Now, to put all my cards on the table, I am NOT a good surfer by any objective assessment, but learning to surf has vastly enhanced my perspective on investing.
Why Surfers Make Great International Investors
Most impactful things in life take time for their significance to become apparent. For me, surfing is one of those things. Now, to put all my cards on the table, I am NOT a good surfer by any objective assessment, but learning to surf has vastly enhanced my perspective on investing.
Why I am writing this blog: Lessons from a Career Investing in International Markets
Before I get started, the Castaway Capitalist has a confession to make: I am a recovering hedge fund research analyst. Whew, I feel better already!
That being said, you are not here for me; you are here to learn about international investing. You’re in the right place. In this blog, I will impart wisdom through the lens of my successes and many failures—along with a few well-documented lessons from others.
