Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
No one wants a Kraft Heinz moment.
Cash is a lazy asset, but the genesis of Berkshire's underperformance has been choosing the wrong investments.
Someone at Berkshire needs to step up and produce a mea culpa on Kraft Heinz.
One wonders where Nike's cool factor will come from.
Investors had better be ready for new types of combinations between automotive and tech companies.
The race for AVs can be divided into two acronyms - ADAS and MaaS - and MaaS is an enormous potential market for global companies.
So, if there's no inflation anywhere, why have gold prices rallied 11% in six months?
I won't lose money for my clients by buying stocks in companies that are facing lower margins.
My 2019 market prediction: This is the year in which European equities outperform those in the U.S.
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