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The Nikkei is down 12.4% today. Dow futures have slid more than 600 points as the global sell-off intensifies. My trainer asked if a recession is coming, and social media is filled with fear, doom, and gloom. As the old saying goes, “In bear markets, stocks return to their rightful owners.” And I’m ready to start welcoming new members into my portfolio. During bull markets, I do extensive research and prepare my watchlist. When opportunities arise, I pull out my trusty watchlist and start shopping. As Warren Buffett says, “If you are going to be a net buyer of stocks in the future, either directly with your own money or indirectly (through your ownership of a company that is repurchasing shares), you are hurt when stocks rise. You benefit when stocks swoon. Emotions, however, too often complicate the matter: Most people, including those who will be net buyers in the future, take comfort in seeing stock prices advance.” I’m excited that the companies I own will aggressively buy back shares. And I’m even more excited about the opportunity to scoop up shares of wonderful businesses at lower prices. If you’re a rational investor who loves lower prices, you’re in luck. To celebrate the third anniversary of Steady Compounding Insider Stocks, I’m offering a special 20% OFF on lifetime access to my stock research. Gain access to my entire stock research archive and build up your watchlist quickly. But hurry—this 20% OFF anniversary special ends TONIGHT at midnight Pacific Time. After that, this offer will turn to dust and disappear forever. Prices will be going up in the future. >> Grab Your 20% OFF Lifetime Access to Exclusive Stock Research I’ll see you inside, Thomas |
I write about investment concepts, business breakdowns and timeless lessons from super investors. Featured on Business Times, Channel News Asia (CNA) and more. Read by over 10,000 investors.
Alphabet Q2 2026: The $707 Billion Footnote This quarter is the clearest sign yet that Alphabet is transforming into a different company and there’re a lot of misconceptions surrounding its Q2 2026… so let me go through them one by one. Advertising has gone from 78% of revenue in Q3 2023 to 68% in Q2 2026, with Google Cloud coming in strong to change the revenue mix. And it’s not because search has fallen or anything like that, they weren’t disrupted by AI, in fact, the opposite has happened,...
This week's exclusive Steady Compounding Insider Stocks report reveals how Amazon's business model—built on Bezos's timeless customer principles—is positioned to thrive. Below is a preview of my comprehensive Amazon analysis. Deeper insights—including my thoughts on valuation work, insights on Amazon's AI strategies and portfolio changes—are reserved for members. >> Click here to unlock complete by joining Steady Compounding Insider Stocks Compound steadily, Thomas Jeff Bezos once shared a...
Despite 2023’s strong market performance, 2024 has presented compelling opportunities to acquire high-quality businesses at attractive valuations. As we’ve seen repeatedly, investor time horizons compress to zero during drawdowns, and "hopium" stretches to infinity during bull cycles. This phenomenon captures how investors often lose sight of the bigger picture in turbulent times while becoming overly optimistic in bull markets. This recurring behavioral bias creates opportunities for...