by Charles Mizarhi | Sep 7, 2022 | Berkshire Hathaway, CEOs, Investment Opportunities, microcap, Real Talk, Stock Market, Stocks, Wall Street, Warren Buffett
I never saw their track records flash across the TV screen… But if it was good, they would be touting it. Forecasters don’t have to be accountable to their past mistakes. If they were wrong in the past, it doesn’t matter. And still forecasters make appearances in the... 
by Charles Mizarhi | Sep 5, 2022 | Bear Market, CEOs, Investment Opportunities, Real Talk, Stock Market, Stocks, Value Investing, Warren Buffett
Here’s the 3-1-Q. 3 insights, 1 word for you to ponder and 1 question for you to jump-start your week… 3 Insights… No. 1: “A Banker’s Journey: Building a Global Financial Empire” Dan Gross’ most recent book — A Banker’s Journey: How Edmond J. Safra Built a Global... 
by Charles Mizarhi | Aug 11, 2022 | CEOs, Investment Opportunities, Real Talk, S&P 500, Stocks, Warren Buffett
I only know a handful of CEOs who say what they mean and mean what they say. Some are destroyers of shareholder value. They make terrible decisions and foolish acquisitions. And they don’t allocate capital properly. MicroStrategy’s CEO, Michael Saylor, is one of them.... 
by Charles Mizarhi | Jul 18, 2022 | Apple, CEOs, GDP, Google, Investment Opportunities, Microsoft, Real Talk, Stocks
I guarantee you this… Eventually, stock prices will stop falling. And once they do, they’ll recover to all-time highs. Just like they’ve done after every sell-off — 100% of the time. Over the long term, the S&P 500 will be materially higher. But if you press me as... 
by Charles Mizarhi | Aug 17, 2021 | American Investor Today, CEOs, Education, Investment Opportunities, Investment Strategy
Today’s Take: GPGI, combine it with a great leader … and the world is your oyster. “Dave, I gotta be honest with you. I never thought you could pull off what you did.” He paused for a moment and then let out a big laugh. “Charles, join the club. Neither did a lot of... 
by Charles Mizarhi | Aug 9, 2021 | American Investor Today, CEOs, Investment Opportunities, Investment Strategy
Today’s Take: The right CEO makes all the difference. Warren Buffett says that CEOs aren’t selected like Olympic teams. There’s no uniformity in top quality. Yet investors treat them as if they’re all the same, like lightbulbs. If Amazon’s Jeff Bezos, Microsoft’s Bill...