ALEX MORRIS, CFA, MBA

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What to Focus on When Investing for the Future

January 2020  By: ALEX MORRIS, CFA, MBA
What to Focus on When Investing for the Future
As we begin a New Year and a new decade, many financial experts are polishing their financial “crystal balls” in an attempt to predict what the market will – or won’t – do in 2020 and beyond. The reality is that no one really knows how the market will perform from day to day, week to week or even...

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Thinking About Share Repurchases

July 2019  By: ALEX MORRIS, CFA, MBA
Thinking About Share Repurchases
When public companies generate cash, they have a handful of options: park it in a bank account; reinvest in their business; acquire other companies; pay dividends; or repurchase their stock.

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Focus on Process — Not Always the Outcome

May 2019  By: ALEX MORRIS, CFA, MBA
Focus on Process — Not Always the Outcome
It’s tempting to make investment decisions based on previous performance. When the stock market is continually moving higher, as it had for most of the past decade, investors sometimes overlook the importance of process. But, as we all know, the stock market can be fickle. For that reason, whether...

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Berkshire Trip 2018

May 2018  By: ALEX MORRIS, CFA, MBA
Berkshire Trip 2018
In early May, I attended the Berkshire Hathaway shareholder meeting in Omaha, Nebraska. The event, dubbed “Woodstock for Capitalists,” attracted more than 40,000 attendees from around the world.

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