The late Andrew Sachs was brilliant in the episode “Communication Problems” in Fawlty Towers. “I know I know I know.” John Cleese: “So why you say I know nothing?” “I know nothing. Nothing. I forget everything. I know nothing. I am from Barcelona.” That is certainly how the current stock market makes me feel. Is it priced for perfection? Is there a huge bubble going on? Sell all stocks and run for the hills? Usually, it is better to stay calm and carry on. Most long-term inve

The Monkey and Crayon stock portfolios project continues with the 13th stock pick for both. As always, the monkey portfolio picks a new...

Mr. Buffett was as per usual in fine form at the annual Berkshire Hathaway shareholder meeting on Saturday the second of May 2025. At the...

The annual shareholders letter from Berkshire Hathaway got published again in February. Some actions have been taken in my portfolio...