Sitemap - 2023 - Security Analysis

Diageo Plc (DEO)

Citrini: Identifying Mega Trends

International Flavor & Fragrances (IFF)

JL Collins: The Simple Path to Wealth

LabCorp (LH)

Anita Dhake: Retired From Corporate Law @ 33

AMN Healthcare (AMN)

Matt Cochrane: Discussing Peter Lynch

Boston Beer (SAM)

George Livadas: Upslope Capital

Kroger (KR)

Andrew Beer: Hedge Fund Strategies Packaged in ETF's

Monolithic Power Systems (MPWR)

Maj Soueidan: 30 Years of Microcap Investing

Accenture (ACN)

Doug Boneparth: Personal Finance for Millennials

Ferrari NV (RACE)

Peter Cundill: An Investing Book Discussion

Watsco (WSO)

Jared Dillian: A Wide Ranging Discussion on Finance & Life

Robert Half (RHI)

Listener Q&A - Margin Reversion, Payment Companies, An Overview of My Checklist

Henry Schein (HSIC)

Phil Bak: REITs, ETFs, Index Limitations

Q3 2023 Update

Garmin (GRMN)

Tobias Carlisle: Part 2

lululemon athletica (LULU)

Todd Wenning: Flyover Stocks

Cintas (CTAS)

Qualitative vs. Quantitative Value Investing

Christian Ryther: Curreen Capital

Copart (CPRT)

Ethan Tucker: Real Estate & GARP Investing

Electronic Arts (EA)

Edwin Dorsey: Enter the Bear Cave

Norfolk Southern (NSC)

Hunter (@rhunterh): Alternative Investing & the Financialization of the American Economy

Waters Corporation (WAT)

Eric Balchunas: The Bogle Effect

Graco Inc. (GGG)

Jeremy Schwartz: Wisdomtree & the ETF Revolution

Old Dominion Freight Line (ODFL)

Ryan Kirlin: At the Cutting Edge of the ETF Revolution

Quick Update & A New Buy

Ulta Beauty (ULTA)

Michael Mitchell: Business Adventures

Walmart (WMT)

Jack Burns: Advanced Asset Allocation for the DIY Investor

UnitedHealth Group (UNH)

Portfolio Update - 7/21/23

Geoff Saab: Low Risk Investing

Intuit (INTU)

Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

Public Storage (PSA)

@TheGladiatorHC - Australian Real Estate & Microcap Investing

Q2 2023 Performance Update


Jake Taylor: Veggies, Psychology, and Value Investing

CVS Health (CVS)

Evan Bleker: Classic Ben Graham Net-Net Investing

Dollar General (DG)

Frank Vasquez - Risk Parity Investing for the DIY Investor

Packaging Corp of America (PKG)

Matthew Cochrane: Growth, Moats, and Long Term Investing

June 2023 Portfolio Update & A New Buy

Home Depot (HD)

Stop Ironing Shirts (@StIroningShirts) - Financially Independent at 36

Occidental Petroleum (OXY)

Cullen Roche - Monetary Policy, The Debt Ceiling, and the Banking Crisis

McDonalds (MCD)

Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets

Deere & Company (DE)

Alex Morris: Long-Term Buffett-Style Investing

NVR, Inc. (NVR)

Lawrence Hamtil: Hunting for the Best Industries & Sectors

Clorox (CLX)

Michael Fritzell: Value Investing in Asia

PepsiCo (PEP)

Listener Q&A: Finding Companies to Research, Small Cap ETF's, Mid/Large vs. Small/Micro Caps, Optimal Gold Exposure, Star Wars Fanfiction

BorgWarner (BWA)

Listener Q&A: Value vs. growth, China, the passive bubble, the size factor, hedging strategies

Valero (VLO)

Nelson @uproarcapital: Value in Canadian Dividend Stocks

Williams-Sonoma (WSM)

Q1 2023 Performance Update

Trey Henninger: Concentrated Microcap Investor

Nick Maggiulli: Just Keep Buying

Chipotle (CMG)

O'Reilly Auto Parts (ORLY)

Listener Q&A: Shiny Yellow Rocks, 'You Can Be a Stock Market Genius', Dropbox

Listener Q&A: Weird Portfolio, Wellesley fund, Ben Graham's 'Simple Way Strategy', and the pain of active management

Disney (DIS)

Tobias Carlisle: Deep Value

Adobe (ADBE)

FactSet (FDS)

Starbucks (SBUX)

Cisco Systems (CSCO)

Portfolio Update

Is Hunting for Moats a Waste of Time?

Darden Restaurants (DRI)

Illinois Tool Works (ITW)

Watchlist Update - January 2023

Brown Forman (BF.A & BF.B)

W.W. Grainger (GWW)

Zoetis (ZTS)

2022: Year In Review