Except for one recent article on my favourite company (ARWR), I have been pretty unproductive recently. I was busy with a tech writing contract, but am now a free man again, unfettered and alive to paraphrase the great Canadian songstress J Mitchell.
I am still surprised that I developed a strong interest in economics, markets and stocks. These were hardly my favourite subjects in or after school. I think it is the intersection of the three that interests me most. What compels readers here, though, are the stocks that stand in for the companies with which they are associated, and the related promise of growing portfolios with owning the 'right' ones.
It is interesting how people construct, and change, a portfolio.
It is also interesting how investors assess a company and its prospects, and decide to invest or not to invest.
It is also intriguing to know how many people evaluate potential investments in the Buffett sense of low risk/high reward, and just as interesting to know what sort of research investors do to assign a risk/reward 'ratio' or assessment.
These are also things I intend to write about, but for now I will focus on several names - Tesla (TSLA), which I own, Minnesota Mining & Manufacturing (MMM), which a friend brought to my attention, and Target (TGT), a name that I have recently added to my portfolio and am slowly building into an important holding within it.
Each day (nearly), I open SA and read different articles. There are many talented writers and various articles and types of same. I confess that I am drawn to those that fairly concisely present a thorough company description.
It is indeed a compelling sport - investing. Stock analysis is fun. I never would have thunk it.