Archive for October, 2021

3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER

October 15, 2021

The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was changing his focus. As he told fellow “Fools” as the global online investing community members jokingly refer to themselves: 

“….where you place your focus in life matters, and now I am choosing to shift my focus from the stock market and invest time in other endeavors. After nearly 30 years focused on publicly picking stocks, this wasn’t a decision I took lightly.”

It wasn’t a decision The Motley Fool team, members, followers, and at least one member of the financial press, namely me, took lightly either, which is why I wanted to talk to David.  

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ROYCE: RESTORATION WITH A PURPOSE

October 8, 2021

For decades small-cap investment legend Chuck Royce has dedicated prodigious amounts of time and money on historic restoration projects ranging from individual hotels to entire towns. His guiding principle is it has to have a purpose. 

Watch the related WEALTHTRACK episode.

SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS

October 8, 2021

The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention.  

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GRANT: 18TH CENTURY FINANCE

October 1, 2021

Jim Grant’s latest literary project is a deep dive into 18th-century finance through the lives of two brilliant philosophers and statesmen.

Watch the related WEALTHTRACK episode.

BEYOND EVERGRANDE’S FALL. ITS FAR-REACHING IMPACT WITH INFLUENTIAL JOURNALIST & HISTORIAN, JAMES GRANT

October 1, 2021

It can take a long time for a bubble to burst. 

Four years ago, in 2017, Grant’s Interest Rate Observer, a highly regarded financial newsletter, wrote an article about the now infamous China Evergrande group. Back then, it was anything but a familiar name except in China and among some institutional investors. 

The article was titled “Ever Higher” as Grant published a chart showing the extraordinary rise in China Evergrande’s stock price on the Hong Kong exchange that spring. 

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