How to spot durable cash-generating businesses before Wall Street does — and what they look like in 2026. The Quiet Rotation Out of Mega-Cap Tech For most of the last five years, the only conversation worth having about the stock market was about a small handful of mega-cap technology names. Read More

A three-step stock selection process — the framework I have used for decades, distilled. Why Most Investors Lose to Their Own Process After decades of running money, writing about markets, and watching investors chase one thesis after another, I am convinced of one thing: most underperformance is not the fault… Read More

How to profit from artificial intelligence without overpaying for it. Two Ways to Invest in the AI Era — One of Them Is Crowded There are two distinct ways to put money to work in the artificial intelligence era. The first is to buy the builders — the chip designers,… Read More

How to find good businesses that Wall Street has temporarily abandoned — before the rebound shows up in the price. Why “Comeback” Is the Most Productive Word in My Vocabulary There is a particular kind of opportunity that surfaces in markets like the one we have lived through over the… Read More