Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Trims & Trades for Secular Trends Portfolio

The Secular Trends Portfolio has enjoyed a quiet (0% turnover) first quarter, and now sits with about 20% of outperformance over our benchmark S&P 500. Internally, the portfolio has seen widely divergent returns within the individual holdings, causing the weightings to “get off the rails” from where I’d like them to be.
As such, I am [...]

More on this topic (What's this?)
Using DRIPs for faster compounding of dividends (Dividend Growth Investor, 3/25/09)
Dividend Stocks to Avoid (Dividend Growth Investor, 4/21/09)
S&P 500: Short term overbought (Emerging Index, 3/29/09)
Read more on S&P 500 (SPX), Petrobras, NVIDIA at Wikinvest

NVIDIA Standing Tall in Semiconductor Purgatory (NVDA)

There’s been no shortage of news and activity surrounding NVDA lately. On one hand, the graphics chipmaker has been getting some love in the form of CNBC plugs and the occasional “hey check these guys out” mention. The increased name-dropping is warranted considering that shares have staged a rather sustained (by today’s terms) and impressive [...]

More on this topic (What's this?)
Nasdaq briefly - 2 Nov (Short-Term Trading, 11/2/08)
NVDA: Look Ahead to January 2009 Quarterly Results (Gauging Corporate Financial Reports, 12/25/08)
NVDA: Financial Analysis through October 2008 (Updated) (Gauging Corporate Financial Reports, 12/3/08)
Read more on NVIDIA at Wikinvest

Weekly Check Under the Hood - Performance & Musings

All in all, it was another vertigo-inspiring week of ups and downs in the global markets. More of the same for me - smatterings of sleep while various sets of numbers fight for the limited real estate left in my brainpad. On the plus side, I did register the modest achievement of memorizing the names [...]

Banking on NVDA - A Balance Sheet Purchase?

I can’t believe I’m saying this, but NVIDIA Corp. (NVDA) is a compelling buy at these prices solely on their balance sheet position. The consumer focus of the company is obviously a concern, but their technological advantages and cash position alone are justification for the current market cap. You can read up on my original [...]

More on this topic (What's this?)
nVidia revisited. (Bapcha's Stocks., 9/16/08)
Complexity is the handmaiden of deception (naked capitalism, 3/5/10)
Nasdaq briefly - 2 Nov (Short-Term Trading, 11/2/08)
Read more on NVIDIA, Banking at Wikinvest

NVIDIA Thesis for Secular Trends Portfolio

In the haste to get some positions picked up late in the day Thursday after the announcement of the game-changing Treasury deal for mortgage assets, I neglected to outline our buy thesis for each position.
I was able to snap up a 2% position (1830 shares) of graphics chipmaker NVIDIA (NVDA) late in the day for [...]

More on this topic (What's this?)
nVidia revisited. (Bapcha's Stocks., 9/16/08)
NVDA : Long-term prospects and valuation (Blogvesting, 7/19/08)
nVidia. I refuse to believe that the worst is over yet. (Bapcha's Stocks., 8/13/08)
Read more on NVIDIA at Wikinvest