Blog Category
Core investment concepts: valuation, financial metrics, and how to evaluate any company.
10 articles
Compare SGOV, BIL, and SHV side by side — expense ratios, yields, duration, tax treatment, and liquidity. SGOV wins on cost, but here's when BIL or SHV might fit better.
June 28, 2026 · 11 min readBuffett retired as CEO in 2026 — Greg Abel now runs Berkshire. Q1 2026 13F breakdown: top 10 holdings, Apple stake, OXY mega-bet, $325B cash pile, and what the CEO transition means for BRK.B investors.
June 20, 2026 · 13 min readThe price-to-earnings ratio is the most cited valuation metric in investing — and one of the most misused. Forward vs trailing, sector context, PEG ratio, and when a high P/E is actually justified.
June 7, 2026 · 11 min readA step-by-step framework covering the six things to check before buying any stock — business quality, financial health, valuation, competitive moat, management, and risk.
June 7, 2026 · 13 min readROIC and ROE both measure capital efficiency — but ROE can be gamed with debt while ROIC cannot. Learn why ROIC is usually the superior signal and what thresholds indicate a great business.
June 7, 2026 · 12 min readFCF is often called the purest measure of business quality. Learn what it is, why it beats earnings, how to calculate FCF yield and margin, and what red flags to watch for.
June 7, 2026 · 11 min readA clear breakdown of growth and value investing — definitions, key metrics, when each historically outperforms, and the GARP approach that blends both for most investors.
June 7, 2026 · 13 min readEarnings reports move stocks more than almost anything else. Learn what EPS, revenue, guidance, and margins tell you — and the 10-minute process professionals use to decode each report.
June 7, 2026 · 12 min readWhile retail investors quote P/E, Wall Street reaches for EV/EBITDA. Learn what enterprise value and EBITDA mean, why EV/EBITDA beats P/E for cross-company comparisons, and sector benchmarks.
June 7, 2026 · 12 min readDiscounted cash flow, P/E-based valuation, Graham Number, and ROIC methods — when to use each and how to interpret the results.
June 5, 2026 · 13 min read