Value Investing

One thing about a selloff is it allows us to look at our shopping list and find wonderful companies that have been unfairly punished and are now trading at a discount. Read More

One thing about a selloff is it allows us to look at our shopping list and find wonderful companies that have been unfairly punished and are now trading at a discount. Read More

They often say that Disney World is the most magical place on earth. Maybe. But trust me, that charm wears thin when you’ve been standing in lines for about eight hours at the end of a tiring day. And that’s a conservative estimate. My family and I just got back from Mickey’s house last week. The shortest queue of the entire trip was 30 minutes… but that was only for ice cream. The kids were out of school for winter break, and we thought February might be a bit less crowded than the peak summer months. Judging by the throngs… Read More

They often say that Disney World is the most magical place on earth. Maybe. But trust me, that charm wears thin when you’ve been standing in lines for about eight hours at the end of a tiring day. And that’s a conservative estimate. My family and I just got back from Mickey’s house last week. The shortest queue of the entire trip was 30 minutes… but that was only for ice cream. The kids were out of school for winter break, and we thought February might be a bit less crowded than the peak summer months. Judging by the throngs of people, there is no “off-season” in Orlando. Approximate wait times for most of the bigger attractions were 120 minutes or more. Trying to ride more than four or five in a single day is almost physically impossible. The one exception: Star Wars Rise of the Resistance at Hollywood Studios. It’s Disney’s most expensive, ambitious and immersive experience yet. But the line is virtual. As soon as the gates open promptly at 8 AM, visitors log in to their Disney apps and click a button to reserve a boarding pass for the ride. Star Wars Galaxy’s Edge;… Read More

I'm going to tell you about our other "hot potato" pick, since it's one we've written about for years. So if you're ready, let's take a look... Read More

I'm going to tell you about our other "hot potato" pick, since it's one we've written about for years. So if you're ready, let's take a look... Read More