Chevron: Built for Cash, Not Clicks
Chevron survived the Hess deal distraction. Now at $153 with 80% upstream margins and FCF covering dividends 1.7x, you're paying for discipline at 16.5× earnings. Guyana's $35 breakevens change everything. Target: $170 by 2027.
5 Dividend Kings That Beat ESG Funds at Sustainable Investing
Dividend Kings have raised payouts for 50+ years straight through recessions, rate hikes, and market crashes. Here are five that deliver sustainable income with payout ratios under 70% and cash flow you can count on.
The Costco Thesis
Bottom line: the fees pay for low prices, and low prices keep members hooked. My $1,200-$1,300 target for Costco by 2028.
Value Investing Mistakes to Avoid: Stop Sabotaging Your Returns
Think you're getting a bargain with that 8 P/E stock? You're probably walking into a value trap that'll cost you years of returns.
Applying Value Investing to Real Markets: Beyond the Textbook BS
Value investing isn’t about chasing cheap ratios—it’s about understanding businesses, spotting real bargains, and avoiding traps. Here’s how to apply it in today’s markets.
The Rule Buffett Never Breaks
Warren Buffett calls it the most important rule in investing: margin of safety. It’s not about chasing hype, it’s about building protection against mistakes. Here’s why it still matters—and how to apply it today.
How to Find Undervalued Stocks
Value investing means paying fifty cents for a dollar. Here’s how to find undervalued stocks in 2025 without falling into traps.
The Buffett Myth: Why His Playbook Won’t Make You Rich
Buffett's public tips won't replicate his success. His real advantages—massive float, exclusive access, institutional scale—aren't available to retail investors.
