THEY DON’T RING BELLS AT MARKET TOPS I'm not certain if the sell-off we experienced on Friday was the beginning of a multi-week or even multi-month bear...
THE PATH TO DISCOVERY OF NEW OPPORTUNITIES The Roth Conference in Laguna Niguel kicks off this weekend. I rarely attend conferences. However, this one I am...
THERE IS NO EXIT POINT If you are an investor in a company, you cannot have an exit point unless it is on the downside. In other words, the...
CLIENT LETTER: IF AT FIRST YOU SUCCEED, QUIT TRYING What follows is a section from the “Thoughts & Analysis” portion of my monthly letter to investors at T11 Capital....
WHAT IT TAKES TO OUTPERFORM IN THE CURRENT MARKET ENVIRONMENT When I first started writing my views publicly in January 2011, the environment was absolutely ripe with opportunity....