Investiv Daily

  • 05 Oct
    The Electric Vehicle Trend Will Be Explosive – Here’s How To Profit On It

    The Electric Vehicle Trend Will Be Explosive – Here’s How To Profit On It



    • The latest news surrounding the electric vehicle market is extremely positive.
    • However, not every related investment will do well. We’ll discuss car manufacturers, graphite, cobalt, nickel, copper, and lithium.
    • There’s one way to profit from the growing trend that carries little risk, is already profitable, and definitely offers high upside in the next decade.

    Introduction

    We all know transportation will be electric in the future. However, this doesn’t mean that every investment in the sector is a smart investment.

    A great example of how investments in hot trends can work out is Amazon (NASDAQ: AMZN), and this example is the best-case scenario out there. More →

  • 04 Oct
    The New Silk Road Will Change Everything – Here’s What You Need To Know

    The New Silk Road Will Change Everything – Here’s What You Need To Know



    • What’s going on in Asia isn’t news that sells. But the consequence is that we are poorly informed about the groundbreaking One Belt One Road project.
    • Lack of and poor information doesn’t allow for proper capital allocation and international diversification.
    • We’ll discuss what’s going on in Asia and how you can profit from it by buying foreign but also domestic stocks.

    Introduction

    What we’re mostly focused on now will probably be completely irrelevant in a few years and will almost certainly be in fifteen years.

    Most of the market related talk now focuses around possible tax reform or similar incentives. As these are short term factors and the economy offers no free lunch, nobody knows how those probable measures will actually impact the economy and stocks. More →

  • 03 Oct
    Good Debt Explained: Why You May Want To Take Out A Loan To Invest

    Good Debt Explained: Why You May Want To Take Out A Loan To Invest



    • Investing isn’t only about choosing the right stocks, it’s also about proper capital allocation.
    • Taking on leverage to invest can be smart but it can also be incredibly dumb.
    • From an historical perspective, it could be a very smart thing to be ready to refinance your home and invest in stocks.

    Introduction

    Buffett and Munger praise themselves for never taking out loans for Berkshire and one of the most famous Buffett quotes is:

    “If you’re smart you don’t need debt, if you are not smart, you better stay far from debt.”

    However, this is another half-truth that he tells the world. More →

  • 02 Oct
    Iron Ore Stocks Are Hot, But Are They Really A Good Buy?

    Iron Ore Stocks Are Hot, But Are They Really A Good Buy?



    • Iron ore prices are relatively high, therefore, don’t expect earnings and dividend stability.
    • An analysis of mining costs shows the balance price for the metal. Trade iron ore miners around that balance price.
    • Vale’s mining costs per ton will go as low as $8.

    Introduction

    Iron ore miners currently being praised as stable companies with low valuations, high earnings, and dividends, has really taken me by surprise.

    But that’s how the market thinks. Short term, short term, short term, and a stock is a good buy only when it’s at multi-year highs because it’s the market performance that determines the quality, not the fundamentals. More →

  • 29 Sep
    These 40 Charlie Munger Quotes Tell You Everything You Need To Know About Investing

    These 40 Charlie Munger Quotes Tell You Everything You Need To Know About Investing

    • I like Munger much better than Buffet. Munger will insult you, but you’ll be a better person after the fact.
    • It’s funny how investing principles can be summarized and simplified in a few quotes. The problem is that nobody, or maybe just a few, will actually listen and apply them.
    • We don’t need more than what Berkshire has done in the past 50+ years as a confirmation of how important this is to our investing lives.

    Introduction

    Charlie Munger is Warren Buffett’s partner in crime, but he’s usually not nearly as exposed to all the media attention.

    The difference between the two is that Warren really wants you to like him, while Munger really doesn’t give a f*** about what you think of him. Therefore, if you want the truth and you want to learn as much as possible about investing beyond the classic things Buffett says, you should listen to Munger. More →

  • 28 Sep
    This Is How You Find Stocks With A Margin Of Safety

    This Is How You Find Stocks With A Margin Of Safety

    • It’s impossible to accurately determine the actual value of a stock, but there are some methods that allow you to come close.
    • What’s even better is when you can buy at a price much lower than your intrinsic value calculation.
    • Qualitative factors can also help in assessing the margin of safety.

    Introduction

    The best investments are those that carry no risk with unlimited upside.

    Given that the markets are inefficient, it’s possible to find such investments and in today’s article, I’m going to describe the best ways to figure out what the margin of safety is in an investment. More →

  • 27 Sep
    Looking For Multi-Baggers? Here’s 3 Practical Ways To Double Your Money Now

    Looking For Multi-Baggers? Here’s 3 Practical Ways To Double Your Money Now

    • A mutli-bagger is a stock that doubles or more. These stocks are great to own, but not that easy to find. We’ll discuss the necessary mindset to take advantage of such opportunities.
    • Apart from the mindset, it’s also necessary to understand the environment and look to places where multi-baggers can be found.
    • The final decision comes down to how much of your portfolio should be allocated to such investments.

    Introduction

    There are different reasons why people invest.

    Some invest to protect their capital from inflation, others to build up a retirement nest egg, while others seek extraordinary returns. More →

  • 26 Sep
    The Best Strategies For Investing Late In The Economic Cycle

    The Best Strategies For Investing Late In The Economic Cycle

    • What has to be done in the late part of the economic cycle isn’t a secret. I’ll describe the how and what.
    • However, as always in investing, the question is why we aren’t doing the rational thing.
    • I’ll ask you a question that will help you answer how much and whether you should rebalance.

    Introduction

    Yesterday, we discussed how the economy is in the late part of the economic cycle and everything is leading toward a recession.

    No one knows exactly when the next recession will start or what the trigger will be. So the only thing to do is to be prepared. More →

  • 25 Sep
    These 5 Charts Say A Recession Is Near

    These 5 Charts Say A Recession Is Near

    • A recession usually takes everyone by surprise.
    • The current environment is ripe for a recession, we just need a trigger.
    • The stock market will react as investors react, which is usually completely irrationally. Be prepared.

    Introduction

    The latest FED meeting didn’t give us much news.

    The monetary policy remains accommodative with the interest rate between 1% and 1.25%, while the balance sheet normalization program is purely cosmetic with minimum monthly asset sales.

    We shouldn’t expect anything else from the FED as their objective is to maintain full employment and stability. As long as there isn’t significant inflation, the low interest rates help lower the unemployment rate. More →

  • 22 Sep
    This Is Why A Market Crash Is Good For You

    This Is Why A Market Crash Is Good For You

    • It might sound counterintuitive, but high stock prices aren’t that great for the majority of investors.
    • If you take the perspective that looks at long term returns and actual business ownership, your future income would be much higher now if the S&P 500 had stayed at 1,000 points for the past 10 years.
    • Don’t think stock markets only go up, look to Japan to be reminded of that.

    Introduction

    Everybody is so afraid of a stock market crash and here I am talking about how it can be good for you.

    As much as it sounds counterintuitive, a high stock market isn’t good for long term investors. The ultimate goal every investor should have is to accumulate as much ownership as possible, not to gain temporary value. More →

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