Bet your own money, not OPM, to learn and win

I was excited to attend my first class on investing principles in graduate school. I was finally with like-minded individuals who share my pursuit of investing excellence. My first conversation with a classmate dulled my spirits. We discussed everything about a stock that we both liked. Our knowledge on its business model, finances, history, management, … Continue reading Bet your own money, not OPM, to learn and win

To AT&T and Comcast: take your head out of the sand

Fans of Roku and Amazon Fire might have been surprised when AT&T-owned HBO Max - the almighty channel featuring Game of Thrones and Southpark - would not be directly available to them (there is a workaround, albeit cumbersome). They might be shocked again upon realizing that Comcast-owned Peacock would likely be unavailable too. Roku and … Continue reading To AT&T and Comcast: take your head out of the sand

Excellent progress made by this advantaged acquirer of healthcare IT

The story of MTBC Inc (NASDAQ: MTBC) keeps getting better. It is proving its potential to compound capital in the long-term as an advantaged acquirer. MTBC has made plenty of progress since my previous article. It is executing its M&A playbook well. MTBC acquired Meridian Medical Management (a former GE Healthcare IT company) less than … Continue reading Excellent progress made by this advantaged acquirer of healthcare IT