Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Thesis Investing - Our Core Philosophy

As we prepare for the construction of the optimal portfolio, two axioms must be established:

Long Term Investments reduce frictional costs and drastically reduce our dependence on flawless market timing;
A clear system for evaluating holdings (potential and actual) must be established, and objectively followed

I wrote an article over at Investopedia a while back that highlights how [...]

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Interesting Dividend and Investing Sites to Consider (Dividend Growth Investor, 1/16/10)
A CLOSER LOOK AT MAGIC FORMULA INVESTING (THE PRAGMATIC CAPITALIST, 3/13/10)
Dividend Stocks: Three Keys For Successful Investing (Dividends Value, 2/3/10)
Read more on How To Invest at Wikinvest

Dell Reports Q2 Earnings; Who Thought This Would Turn Out Well?

There was a modest batch of semiconductor and consumer tech related companies reporting earnings today, with Dell (Nasdaq: DELL) being the feature tone-setter. They came in with a 3-cent miss (after backing out those pesky “business realignment” charges), saw gross margins drop 120 basis points sequentially, and investors are bracing themselves for [...]

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Trade System Tutorial (All Allan, 2/26/10)
DELL (All Allan, 2/19/10)
DELL: Sleeping Giant or Tech Dinosaur? (Oxbury Publishing, 1/21/10)
Read more on Dell at Wikinvest

When Building a Cathedral…

There’s only one way to begin - pick up a stone and start carrying. I have many stones to move in the process of aggregating the hundreds of pages of content I’ve written in the past few years. I’m hoping that the process will create enough incremental inspiration so that each stone feels like a [...]

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CityCenter contractor to file $492 million suit (The Mess That Greenspan Made, 3/13/10)
Housing starts rise - don't get too excited (The Mess That Greenspan Made, 2/17/10)
Another Negative Indicator (Financial Armageddon, 1/27/10)
Read more on Construction at Wikinvest