I remember reading Andy Grove’s book, “Only the Paranoid Survive”, in 1997-1998, and thinking, this guy is as hard driving as they come. Andy Grove was, at the time, the ultimate leader of Integrated Electronics Corporation, known as Intel for short. He led Intel through the 90’s and Intel became a powerhouse. [more]
There is a lot of gloom and doom out there today. However, these are solid companies, with strong growth, which are underpriced. I first checked out these companies because of their products. I have to admit they offer some wonderful innovative products. I’m going to talk about two companies – Apple and the Boston Beer Company. [more]
A worldview investing approach is a unique approach to investment selection. It is a fundamental top-down investment selection process. In other words, we from a perspective or the world and analyze regions and nations for investment potential, move down to economic sectors and eventually to specific companies and investments.
My investing strategy is top down and long-term. I look at macro issues first. Such as the overall direction of larger global economic movement. [more]