Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

A Note on Investment Strategy for the Secular Trends Portfolio

It has yet to be determined whether starting the Secular Trends Portfolio in September of 2008 was a unique blessing or a painful curse. From the outset I decided to create a long-only, all equity portfolio, and this is simply not environment for that. Volatility reigns the day for “economically sensitive” stocks, and apparently every [...]

More on this topic (What's this?)
Market In Denial Phase Of Sentiment Cycle (Disciplined Approach to Investing, 3/9/10)
From SPX 666 to RUT 666: where will markets take us next (CHARTLINES (tm), 3/5/10)
ROSENBERG: THE MARKET LOOKS TOPPY (THE PRAGMATIC CAPITALIST, 3/3/10)
Read more on S&P 500 (SPX) at Wikinvest

Completing Goldman Sachs Purchase (GS)

I am happy to be punching a ticket with Warren Buffett, and after doubling the equity raise (from a 2.5b to $5b secondary) part of the process, Goldman is sitting on an exceptional balance sheet. And wow, they got that deal done fast. This especially pleased me - below is from the press release:
“The Goldman [...]

Investment Thesis for GFI Group, Goldman Sachs (GFIG, GS)

GFI Group (GFIG) and Goldman Sachs (GS) were two late-day additions to the Secular Trends Portfolio on Thursday, getting the fund into Financials quicker than expected with a 4% stake, and overall the portfolio sits at modest 25% equity exposure. What are the odds of ramping a new portfolio during the most volatile market period [...]