Special Investment Topics

Investment goals, strategies, and paradigms all sound similar, yet they represent three distinct elements that investors need to understand.

Some investors may end up becoming "asset rich, cash poor". Having too many assets and too little cash may lead to some serious problems.

Most investors want to hold "safe" assets, but what are the criteria used to assess asset safety? Are certain assets "safer" than others?

Excellent investment analysis starts with high-quality investment information. You can't expect excellent analysis using lacklustre data.

When assessing investment merit, qualitative investment factors are just as, and sometimes, more important than, quantitative factors.

Some companies may resort to financial dishonesty as a way to downplay weaknesses or overstate strengths, potentially harming investors.

Sometimes it's better to be approximately right than precisely wrong. When making investment decisions, precision is not always needed.

Investors are inundated with numerical data, meaning they need to be sufficiently skilled in math in order to get the insights they need.

Making an investment doesn't mean other companies will sit still. Competitors will always look for new ways to attract investment.

Companies in the same industries are very similar to one another, so an understanding of a given industry may be beneficial to investors.