Longtime readers know I always look forward to the latest from Creative Planning's Charlie Bilello... He puts together a weekly blog post with plenty of insightful charts. It's one of my favorite blogs, and I often include excerpts and charts from it in my daily e-mails. Today, I'll highlight the most interesting charts from his […]

Today, let's cover a few quick catch-ups on companies and topics I've written about previously... 1) Up first, Vanguard has probably saved more investors more money than any other company in history – it's truly an exemplar. Other financial companies look to exploit/gouge/take advantage of their customers – exhibit A is Charles Schwab (SCHW), about […]

1) I'm always paying attention to what Warren Buffett is up to... I closely follow his investment moves because he's the greatest investor of all time and I continue to think Berkshire Hathaway (BRK-B) is a solid holding for a conservative long-term portfolio. This Wall Street Journal article from last week highlights his latest buys […]

1) Just last week, I did a podcast interview on Money Life With Chuck Jaffe... I've appeared on the podcast a few times over the years. And in this one, I acknowledged that while investors have some reasons to be nervous, the market remains near record-high levels... and isn't showing signs of being over-inflated and […]

I find that during the week I'm busy keeping up with breaking news, earnings reports, and big stock moves, so I often use the weekends to do a deeper dive on companies that catch my eye. So today, here are some quick updates and links on a few that I'll be looking at closer this […]

You've no doubt noticed that the recent headlines in the financial media have been filled with uncertainty... The latest inflation reading was higher than expected, which likely means the Federal Reserve won't be cutting rates anytime soon. Here's the Wall Street Journal with more details: Inflation Heated Up in January, Freezing the Fed. Excerpt: Consumer […]

1) I'm glad I followed my instincts on ride-hailing company Lyft (LYFT)... I covered the stock in my e-mails on Monday and Tuesday, concluding that I wasn't pounding the table on buying it. As I noted, "I'm not forced to buy it or sell it short – and the threat of autonomous vehicles worries me […]

In yesterday's e-mail, I looked at the historical financials of ride-hailing service Lyft (LYFT) and concluded that I liked what I saw... As I said, it's a "a capital-light tech business with a strong No. 2 position in the market, and it is growing nicely and generating healthy [free cash flow ("FCF")]." It's also trading […]

The latest stock to hit my radar screen is another one that gets my value-investing, bargain-hunting heart racing... One of my former students just suggested that I take a look at ride-hailing service Lyft (LYFT). So first, I pulled a five-year performance chart for it and its larger competitor, Uber Technologies (UBER): That's some staggering […]

1) Regular readers know that I've long been bullish on Amazon (AMZN)... Along with Meta Platforms (META) and Alphabet (GOOGL) – which I just discussed on Thursday last week and this past Wednesday, respectively – I've consistently liked Amazon's stock ever since I named it as a core holding in my old firm Empire Financial […]