Ah man, this rally… What to make of it?! After a slogging, near-20% decline last year, the S&P 500 is up 9% so far in 2023. And of course, many individual stocks are up far more. A couple of weeks ago, I wrote about how the S&P 500 is at an important inflection point.
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Read MoreToday, I want to update you on a few things: How our positions have performed so far in 2023 and since our entries; How I feel about the broader stock market at the moment; How the oil & gas sector looks.
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Read MoreFirst, I hope you all had a great holiday and New Year’s. 2022 was a wild year and I’m looking forward to a wealth of opportunities I expect to find in 2023. Today, I want to talk about a lesser-known “value” investing strategy, which goes by the acronym: GARP — that is: “Growth at a Reasonable Price.” The strategy, made popular by Warren Buffett, involves identifying stocks that are growing revenues and profits at a sustainable, above-average pace … and still trade at a reasonably attractive valuation.
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