- Three drivers that investors need to be thinking about right now.
- Price anchoring is plaguing your investments. What you need to do about it.
- The single biggest driver of share performance is the return on invested capital. You don't need to overcomplicate what's simple.
- Too many companies are diluting shareholders. Don't be in a position that makes your investment return more difficult than it needs to be.
- As always, happy to discuss the ideas of this piece further in the comments section.
For further details see:
Thinking About Portfolio Strategy: 'Don't Be Long On Conviction, Short On Position'