“ I'd put my money on the sun and solar energy. What a source of power! I hope we don't have to wait until oil and coal run out before we tackle that ." - Thomas A. Edison ​​ The Portfolio Performance The portfolio is UP +1.85% YTD The S&P 500 is UP +1.38% YTD SUBSCRIBE HERE The Strategic Case for Coterra's Acquisition of Devon Energy: Building a Permian Powerhouse The reported merger discussions between Coterra Energy (CTRA) and Devon Energy (DVN) represent more than just

“ I did nothing, maybe less than nothing...and succeeded anyway. Maybe I've been the problem all along ." ​​ The Portfolio Performance The portfolio is UP +28.95% YTD The S&P 500 is UP +16.39% YTD SUBSCRIBE HERE  (There was a typo in the full-year performance listed as +28.39%. The actual number was +28.95%. Updated 1/1/26 at 5:25pm PT) Great Gains The portfolio closed out 2025 with a +28.95% gain vs. the S&P 500, which gained +16.39% . We had a gain of $288,017.09 for

“ In the end, it's not the daily fluctuations that matter, but the compounded growth over decades . " — Warren Buffett ​​ The Portfolio Performance The portfolio is UP +26.55% YTD The S&P 500 is UP +16.20% YTD SUBSCRIBE HERE   A Year of Transformation: Looking Back and Moving Forward It's been a year since my last post in December 2024, and what a year 2025 has been. I owe you all an update, and I'm excited to share what's been happening behind the scenes. A New Chapter The

“ Give a man a fish; you feed him for a day. Teach a man to fish; you feed him for a lifetime. " — Confucius ​​ The Portfolio...

" The stock market is where the impatient give their money to the patient " — Warren Buffet ​​ The Portfolio Performance The portfolio is...

" The stock market is where the impatient give their money to the patient " — Warren Buffet ​​ The Portfolio Performance The portfolio is...

" There is no such thing as an 'efficient market.' If there were such a thing, we would never see good and bad companies offered at such...

" You never bet on the end of the world, 'cause that only happens once, and something that happens once in infinity is a long shot ." —...

" You never bet on the end of the world, 'cause that only happens once and something that happens once in infinity is a long shot , ." —...

"The stock market is filled with individuals who know the price of everything, but the value of nothing." — Phillip Fisher ​​The...

“Few industries sing the praises of free enterprise more loudly than the oil industry. Yet few industries rely so heavily on special...

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to...

“This market is turning the corner ahead of the Fed. Are you waiting for the next bus?" - Clay Baker ​​The Portfolio Performance The...

“I've never been popular, never sat at the cool kids' lunch table, and nothing I say today will change that situation. I choose to focus...

“Don’t let these changes in the market, even the big ones [like the financial crisis] … change your mind and never, never, never be all...

“Don’t let these changes in the market, even the big ones [like the financial crisis] … change your mind and never, never, never be in or...

“If you're not confused about the stock market...you're not paying attention." ​​The Portfolio Performance The portfolio is UP +15.78%...

“If you're not confused about the stock market...you're not paying attention." ​​The Portfolio Performance The portfolio is UP +15.90%...

“If you're not confused about the stock market...you're not paying attention." ​​The Portfolio Performance The portfolio is UP +16.17%...

“I just know that if I rub my nose in my own mistakes, I'm less likely to commit new ones of the same type. So I just go through my life...

“Darwin paid particular attention to disconfirming evidence." ​​The Portfolio Performance The portfolio is UP +20.72% YTD The S&P 500 is...

“Darwin paid particular attention to disconfirming evidence." ​​The Portfolio Performance The portfolio is UP +43.23% YTD The S&P 500 is...

“If you’re not confused by the stock market, you haven’t been paying attention." ​​The Portfolio Performance The portfolio is UP +42.69%...

“If you’re not confused by the stock market, you haven’t been paying attention." ​​The Portfolio Performance The portfolio is UP +10.20%...