ROIC is Warren Buffett’s go-to metric for spotting quality stocks that deliver long-term value. When Buffett bought See’s Candies in 1972 for $25 million, its high Return on Invested Capital (ROIC) signaled a business that turned modest capital into massive profits—eventually generating over $2 billion in earnings for Berkshire Hathaway….
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Tax-Loss Harvesting: Save on Taxes & Grow Your Wealth
Taxes can eat into your investment returns, but smart tax strategies can help long-term investors minimize their liabilities and keep more of their hard-earned money. Two key tax strategies — tax-loss harvesting and the step-up in basis rule—can significantly impact how much you owe in taxes and how much wealth…
Tesla Valuation: A Warning for Speculative Investors
Tesla (TSLA) has become one of the most talked-about stocks in recent years, with its valuation soaring to unprecedented levels. While some see Tesla as a revolutionary company justifying its high stock price, others view it as an example of market speculation gone too far. In this article, we’ll explore…
Using CAGR to Identify Long-Term Investment Opportunities
Learn How to Use CAGR to Identify Long-Term Investment Opportunities in the Stock Market. When evaluating a company’s growth potential, investors need a reliable metric that smooths out short-term fluctuations and provides a clear picture of long-term performance. One of the most effective tools for this purpose is the Compound Annual…
Super Investors Series: Walter Schloss – The Frugal Disciple of Value Investing
Super Investor #20 in our series is Walter Schloss – The Frugal Disciple of Value Investing. Known for his remarkable independence, deep commitment to value investing, and frugal lifestyle, Walter Schloss quietly achieved legendary status in the world of investing. Over nearly five decades, he consistently delivered stellar returns for…
Why Understanding a Company’s Supply Chain Can Give You an Edge
Discover How Understanding a Company’s Supply Chain Can Give You an Edge with Your Investments. When evaluating a company for long-term investment, most people focus on revenue growth, profit margins, or product innovation. While these are critical, one aspect that often gets overlooked is the company’s supply chain. Yet, a…
How to Assess a Company’s R&D Spending for Growth Potential
How Does a Company’s R&D Spending Affect it’s Growth Potential Investors May Ask. Research and development (R&D) spending is one of the most critical indicators of a company’s commitment to innovation and future growth. For investors, evaluating how a company allocates resources to R&D can provide valuable insights into its…
Tariffs 2025: Stock Market Winners, Losers & How to Invest
How President Trump’s Tariffs Are Reshaping the Market President Donald Trump has once again shaken global markets by imposing a 10% tariff on Chinese imports and threatening additional tariffs on the European Union (EU). Meanwhile, he has postponed a 25% tariff on Canada and Mexico, instead opting for a targeted…
Luxury Automotive Stocks: Driving High-End Consumer Demand
Luxury Automotive Stocks Drive High-End Consumer Demand. Investing in luxury automotive stocks offers a unique opportunity for buy-and-hold investors. These companies cater to a niche market with high disposable income, unwavering brand loyalty, and an appetite for innovation. As the world shifts toward sustainable and electric vehicles (EVs), luxury automakers…
Electric Vehicle (EV) Stocks: Driving the Future of Mobility
The electric vehicle (EV) revolution is one of the most transformative trends of our time. As governments push for lower emissions and consumers seek sustainable alternatives, the demand for EVs has skyrocketed. This shift isn’t just about replacing traditional gas-powered cars; it’s about rethinking how we view mobility, energy consumption,…