peter lynch

12 Rules Stockpickers Live By

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The Magellan Fund has never been as strong and consistent a performer after Peter Lynch left the helm.  There are many postulates as to why this is the case.  I am going to introduce a new one.  Few believe Berkshire will be the same after Buffett.  In fact those trying to imitate Buffett’s style now have paled in comparison.  I believe that just like the two investors shared some things in common, one thing they shared that the market has failed to appreciate is that both investors constantly changed, they evolved and their styles of investing encompassed many and broad … Read more

SODA what a pop!

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This is a repeat of a prior post. I only wish I had listened to my own advice as we made so much money on this trade we didn’t keep enough of a tail. We have a small but exciting position in an Israeli based company, SodaStream International, Inc. You basically buy their product and make your own sodas and carbonated water. It’s a classic razor and razor blade model. They recently targeted the underserved US market and had an IPO in November. The stock nearly doubled from its initial public offering price of 20 but has pulled back recently … Read more