I often get the question, “do you only invest in tech?” The answer is a big, fat no. I try to invest in the companies where the...

I've talked about valuation more in the last couple months than the past three years combined. And I think that's a good thing. Our...

Investing really has two dynamics: picking companies and allocating dollars towards them. Investors often talk about the former, but I’d...

Warning: this post is going to be more philosophical than practical It seems like conventional wisdom that buy and hold investing is best...

Something I’ve been thinking about a lot is the idea of selling stocks. When I was at the Motley Fool, they were just finishing up a...

Lately, I've been thinking a lot about innovation because it's at the core of our investment philosophy. There are a lot of stocks out...