The Rational Investor Newsletter
Every market day, I share one big idea (from an investing legend) that you can use to become a more successful investor.
Rational Investor #006: Nick Sleep on the Value of Time
Hello friends, Welcome to the 6th edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street become better investors! Onto today's quote...[emphasis is mine]: ********** “That is not how it works in the equity market: in our opinion business outcomes can be more predictable several years out than they are in the near term. For example, we have no idea where the market will...
Rational Investor #005: Francois Rochon on "It Never Feels Like a Good Time to Invest"
Hello friends, Welcome to the 5th edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street become better investors! Onto today's quote...[emphasis is mine]: ********** “There will always be investors who want to try to predict the stock market despite all the studies which demonstrate the futility of such a quest. The intentions of these investors are laudable (optimizing...
Rational Investor #004: Steven Johnson on How Progress Happens (or Why We Should Be Optimistic)
Hello friends, Welcome to the 4th edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street become better investors! Onto today's quote... ********** “Johannes Gutenberg’s printing press created a surge in demand for spectacles, as the new practice of reading made Europeans across the continent suddenly realize that they were farsighted; the market demand for spectacles...
Rational Investor #003: Terry Smith on "Doing Nothing"
Hello friends, Welcome to the 3rd edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street become better investors! Onto today's quote...[emphasis is mine] ********** "Our investing strategy remains simple: Only invest in good companies, try not to overpay, and do nothing." — Terry Smith, 2025 Shareholder Meeting Investing doesn’t have to be complicated. In fact, the more...
Rational Investor #002: Howard Marks on Avoiding the Losers
Hello friends, Welcome to the 2nd edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street become better investors! Onto today's quote...[emphasis is mine] ********** "'We have never had a year below the 47th percentile over that period or, until 1990, above the 27th percentile. As a result, we are in the fourth percentile for the fourteen year period as a whole.' ......
Rational Investor #001: Asset Allocation > Fund Choices
Hello friends, Since I am reviving this newsletter, but in a new place and new format, welcome (or welcome back) to the 1st edition of The Rational Investor Newsletter. Every business day, we share a timeless bit of wisdom from a legendary investor, followed by a little commentary to help Main Street investors become better investors! Onto today's quote...[emphasis is mine] ********** “Benjamin Graham believed that your first investment decision should be how to allocate your investment...
Every market day, I share one big idea (from an investing legend) that you can use to become a more successful investor.