Portfolio · Quarterly reports

Q3 2021 results and optimization of strategy

The last few months I have been contemplating a change in my investment strategy. I realize I have too many trades with too little money each transaction. In addition I will add some more criteria for the valuation process. In order to force my self to adhere to this, I will use more checklists. This… Continue reading Q3 2021 results and optimization of strategy

News

Warren Buffet and his «Rule 1 — do not loose money»

W.B once said:»There are just two rules in investing. 1. Do not lose money. 2. Do not forget rule 1.” At first sight this might seem a little stupid, but it is actually quite clever. Buffet has later explained to everyone who wants to listen, that you main focus should be finding stocks that has… Continue reading Warren Buffet and his «Rule 1 — do not loose money»

News · Portfolio

Portfolio changes

Recently I bought a small position in BioDelivery Sciences International. BDSI is a rapidly growing specialty pharmaceutical company working to deliver innovative therapies for individuals living with serious and debilitating chronic conditions. Their products are supposed to create lower opioid dependencies than competing products. This industry definitely meets my criteria of being unpopular. In the… Continue reading Portfolio changes

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How does well known value investors think about investing?

“If a man neglects education, he walks lame to the end of his life.” – Plato This is an effort to try to concentrate some of the investment rules by big investors like Mohnish Pabrai, Buffet, Munger, etc., and how they think when they are looking for new investments. Much of this would apply to… Continue reading How does well known value investors think about investing?