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Finding Large, Prominent, and Conservatively Financed Companies

In The Intelligent Investor, Graham outlines suggested requirements for defensive investors (aka passive investors) in selecting stocks and building a stock portfolio. These guidelines could be passed along to a financial advisor as a way of specifying requirements. The big idea is to develop a checklist or screen of some sort that enables me to rely on reason rather than emotion when buying and selling stocks. Here we’ll consider how to find large, prominent, and conservatively financed companies.

How I Find Beauty in a Balance Sheet

When I’m evaluating a company and its stock, one of the places I look is the company’s balance sheet. A great balance sheet is beautiful to me. It either attracts me to a company and its management or repels me. Let’s delve into how this essential financial statement can hold beauty.

The White Coat Investor Book Review

Earning a high income doesn’t automatically translate into high net worth. In some cases, high earners simply spend more and end up with fewer assets than more moderate earners. This situation can result from status seeking and inability to delay gratification. But sometimes, high earners with exceptional professional skills have average or below-average understanding of personal finance. In his book, The White Coat Investor (and his website of the same name), James Dahle, MD, seeks to educate physicians (who are generally high earners) on personal finance and investing so that they can enjoy the fruits of their valuable knowledge and life-saving labor.

What Not to Buy When Investing

Over the past few weeks, I’ve been updating my portfolio. The good news is that I locked in a gain with NVDA by selling 100 of my shares for $212 per share, which I had bought at an average price of $25 about two years ago. The bad news is that I lost money on other investments. I sold shares in a few stocks that had declined in price and didn’t seem to hold potential for gain even when priced low. The good part of my bad moves is that I’ve honed my ability to know what not to buy when investing.

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