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Scouring the markets for value since 1996

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Tag: 2023

Portfolio Review - Year End 2023 - Featured Image
The Mispriced Markets Portfolio

Portfolio Review – Year End 2023

Posted on January 8, 2024August 27, 2024 by mispriced markets

Another blockbuster year. And I reveal the secret to my investing success.

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The Mispriced Markets Portfolio

Portfolio Update: Sold Sylvamo

Posted on December 12, 2023August 27, 2024 by mispriced markets

Lowered expectations and a rising stock price have me selling out of this paper manufacturer.

The Mispriced Markets Portfolio

Portfolio Review – September 2023

Posted on September 26, 2023October 23, 2024 by mispriced markets

Hibbett Sports makes a return appearance and replaces Designer Brands in the portfolio. I also introduce the 5 year P:E ratio for the first time and use this tool to evaluate my current portfolio holdings.

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The Mispriced Markets Portfolio

Portfolio Update: Sold Skyworks Solutions

Posted on May 22, 2023August 27, 2024 by mispriced markets

A value trap snaps shut.

The Mispriced Markets Portfolio

Portfolio Update: Bought Kronos Worldwide. Sold Preformed Line Products and Hammond Power.

Posted on April 2, 2023August 27, 2024 by mispriced markets

I make a few changes to the portfolio and take this opportunity to complain about value traps some more.

The Mispriced Markets Portfolio

Portfolio Update: Bought Designer Brands Inc.

Posted on January 20, 2023August 27, 2024 by mispriced markets

As the covid bull market winds down, everyone is waiting for the other shoe to drop. What better way to pass the time then, than by loading up on yet another shoe company?

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Disclaimer: I am a private investor with no official financial credentials whatsoever. Nothing on this site should be construed as advice to buy or sell securities. This is just me rambling on about my own personal experiences in the investing world. Hopefully someone out there will find something I say mildly interesting. There is a pretty good chance that I own shares in many of the securities I mention on this site. The markets are constantly evolving. A new piece of news could dramatically change the outlook on a stock the day after I post a report on it. So reader beware. The stock market is a dangerous place and you can lose a lot of money. Every investor’s situation is unique and you should consult with your own financial guru before making any investment decisions, including ones made after looking at this website. © Copyright 2018 – Mispriced Markets
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