Fundamental analysis: the real reason why it's essential

Because we need to know when it's raining

Hey Accumulators,

Here’s what I’d like to share this week:

1. Fundamental analysis, that trusted methodology that allows value investors to sleep at night, knowing that they do not rely on star-gazing into charts. But what’s it for really? As obsessed as I am with gardening, fundamental analysis should be able to tell you when it’s raining.

2. The dust has settled. The Internet has poured over every syllable. The stands have been placed into storage for next year. Here are the best bits of the annual Berkshire Hathaway shindig known as the Woodstock for capitalists.

3. Apple is NOT 35% of Berkshire’s portfolio.

4. Little did I know that gardening would become an essential part of my behavioural finance practice. This time of year plants are now bursting with growth at a rapid pace. My go-to guide for all things veggie-growing is Charles Dowdings Veg Journal. He has a pretty awesome YouTube channel as well.

5. A tech CEO explains why there are mass lay-offs, which preceiptated the surge in tech stock prices this past year. Example: Mark Zuckerberg’s ‘Year of Efficiency’.

Thanks for reading. This newsletter is grown from seed, spam-free, and a reader-supported publication. Support my work and become a paid subscriber.

Cheers,

D J Thomas

PS I’m sure I don’t need to tell you not to fall for these types of scams.