It was a very pleasant trip driving from Toronto to Boston on Eisenhower Interstate 90 on Friday morning. For someone who checks the markets diligently before investing, ideas may come from real life experiences such as shopping or travelling.
That said, buying Caterpillar and/or Wall-Mart at the moment, or after the markets pull back, may constitute a profitable investment for the future. Eisenhower Interstate 90 was full of CAT bulldozers (doing maintenance and improvement work to the highway) and Wall-Mart trucks (hauling merchandise for the masses).
Reverse Engineering the Met’s Bobby Bonilla Deal
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Funny story: I was supposed to have Bobby Bonilla on Masters in Business,
but it did not come to pass.1 That was a shame, because Bobby Bonilla Day
is ...
17 hours ago

Yes! Nothing works better than the power of your own observations.
ReplyDeleteAs per Avner Mandelman's book:
The Sleuth Investor.