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Value Investing The Right Way: Four Keys To Buying a Stock

For the past twenty years, we have been perfecting the science of picking stocks. Since the early days of our firm, our methodology has improved dramatically and continues to do so every year. Like every investor, when we first started in this industry we searched and searched for the one “system” that would produce the results we were looking for. The easier this system, the better for us and our clients. In our attempt to find a single system, we learned one thing: there is no easy, simple, or ultimate system. In fact, we learned that the work that needed to be done to analyze a stock was long and exhausting . . . but well worth it. What we have deduced, however, is that there are four keys every stock investment should have. We did not invent these four things. They are core principles that investors, including Warren Buffett,
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Categories: Markets and Strategy.

The BIG Fallacy: ”No one cares about your money more than you do.”

You’ve all heard it. It’s been said over and over by anyone trying to sell you a trading service, software, newsletter, or anything similar: “no one cares about your money more than you do, so sign up today!” However, if there is one thing that over fifteen years of working with people has taught me it’s this: that phrase couldn’t be further from the truth! Let me explain. For 10 years, I worked for the biggest and best investor education company in the world today. Early in my career with that company, I was the one that used to utter that same phrase to anybody and everybody. I honestly thought it was true…until I saw what people actually did with their own money. Below are a few examples of what I’ve seen people do with their own money. Destroy their chances of a retirement because of some option or stock
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Categories: Personal Finance.

The Next Apocalypse: Or What The Media Wants You to Believe

This month’s market commentary video is chalk full of fun topics at the top of everyone’s mind. Like: After this bull run is the market cheap or expensive? Should I invest now or hold back? How do I deal with the (next) apocalypse the media is touting? As always we have an Iron Gate perspective that I believe you’ll appreciate. Enjoy the video. What We’re Reading You’re not as good an Investor as you think you are: In celebration of the Bull Market’s 8th birthday, one of our favorite writers, Jason Zweig, discusses how psychology can wreak havoc on investors as they try to go at it alone. The Downfall of the Popular IPO: With Snapchat going public this week, we’ve heard a TON about IPOs. In fact, I was on the ski lift and the ski instructor started talking about Snap’s IPO! Uh oh! Here’s a great article by
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Categories: Market Commentary, Markets, and Strategy.

Buffett’s Hedge Fund Bet: How Iron Gate Compares

Every spring, Warren Buffett releases his annual letter to shareholders. The wisdom that Warren Buffett gives, and the simple way he gives it, has made his annual letter one of the most widely read documents dealing with investing and the markets. At Iron Gate Global, it’s certainly one of our favorite annual letters, and this year was no exception. Proper capital allocation, the good and the bad about companies buying back shares, how great America as a country is, and the importance of low-fees were among the several topics Buffett discussed this year. However, one topic that stood out to me was his update to the big Buffett bet. In Buffett’s own words, he describes the bet: In Berkshire’s 2005 annual report, I argued that active investment management by professionals – in aggregate – would over a period of years underperform the returns achieved by rank amateurs who simply sat
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Categories: Markets and Strategy.
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