How To Judge A Business' Durability
Geoff Gannon - at Seeking Alpha - Sun Jun 21, 9:34AM CDT
My last post listed examples of threats to a company's durability. This post will be about how we assess those threats. You can always imagine a threat. Is it a realistic threat? How do you judge that? There are some industries where durability is...
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When Should You Diversify?
Geoff Gannon - Seeking Alpha - Wed May 20, 9:36AM CDT
Someone who reads the blog sent me this email: " I have been thinking about portfolio construction lately. …due to the strict standards you have, I thought it was very natural to just hold mainly four stocks… unfortunately,...
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Stock Picks Review And Lessons Learned
Geoff Gannon - Seeking Alpha - Sun Apr 26, 7:05AM CDT
By Quan Hoang It's been 1.5 years since we launched The Avid Hog (now Singular Diligence). We think that's long enough to review the performance of the stocks we picked. The purpose is to see what worked and what didn't to improve our process. I...
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Norway's Ekornes ASA Getting A Boost From Falling Oil
Alex in Oslo - at Seeking Alpha - Fri Feb 27, 2:48PM CST