Willingdon Views

Building lasting relationships by providing personalized investment management services for high net worth individuals and business owners.

Friday, 04 June 2004 19:04

Lessons from Lombardi

Applying lessons from one of the greatest coaches of all time in order to better understand the global challenges facing the equity market.

Monday, 26 April 2004 18:59

Sticking up for Wall Street Research

On the heals of the 2000 – 2002 bear market, we lend our support to Wall-Street research and make the important distinction between research and ratings.

Sunday, 21 March 2004 13:33

Learning the Old-Fashioned Way

Discussing the old-fashioned approach to learning the investment business, and why over time it is depth of analysis rather than the quantity of sound bites that leads to the best investment decisions.

Monday, 16 February 2004 13:31

Market rotations and rollercoaster rides

Understanding the constant ebbs and flows in the market and how to use discipline to avoid value-destroying rollercoaster rides.

Thursday, 08 January 2004 13:29

Earnings growth and expectations always matter

Analyzing earnings forecasts is most relevant when done in the context of historical averages as well as future expectations.

Monday, 24 November 2003 13:27

Cracks in the Mutual Fund Model

Discussing the excessive costs and lack of transparency associated with mutual fund portfolios.

Friday, 31 October 2003 13:23

Anticipating future leadership

Discussing Jack Welch’s challenge of the ever skeptical media in the context of how important it is to anticipate leadership in the market to out perform the averages.