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Disadvantages of Institutional Investors

Disadvantages of Institutional Investors

Institutional investors face challenges that we, individual investors, do not. These disadvantages allow us, retail investors, to outperform professional money managers. Let’s discuss these disadvantages and how we can outperform the pros.

Paul Farah
Paul Farah
Economic Moat Company Examples

Economic Moat Company Examples

Our investing success rate is greatly enhanced when we invest in companies with sustainable competitive advantages. In this newsletter, I discuss the concept of economic castles and their moats and share an example of a company I believe fits that profile.

Paul Farah
Paul Farah
Checklist For Fundamental Analysis of Stocks

Checklist For Fundamental Analysis of Stocks

The guide to better fundamental analysis as I share 5 steps to analyze the fundamentals of stocks. Avoid investment mistakes and become a better investor.

Paul Farah
Paul Farah
Reducing Risk When Buying Shares in a Company

Reducing Risk When Buying Shares in a Company

How can I manage risk when investing? Can risk be controlled by an investor? What are ways I can reduce risk in my investments? These are questions that might be at the back of your mind. I share my views on risk and how understanding intrinsic value and applying a margin of safety reduces that risk.

Paul Farah
Paul Farah
When Should You Sell a Stock For Profit

When Should You Sell a Stock For Profit

Buying is easy, but as soon as we do, our emotions take over, making selling one of the most challenging aspects of investing. I discuss when to sell a stock - for a profit or a loss.

Paul Farah
Paul Farah
5 Ways to Find Shares to Buy

5 Ways to Find Shares to Buy

Finding great companies to invest in can be challenging. Let’s explore various tools available to help you find your next investment.

Paul Farah
Paul Farah
Is The US Stock Market Overvalued?

Is The US Stock Market Overvalued?

Despite inflation coming in higher than expected, the S&P 500 continues to steam ahead, but our community wants to know if the US Stock Market is overvalued. Let’s see what the data has to say. ‌

Paul Farah
Paul Farah
Where I Would Invest My Money - An Intro to Index Tracking Funds

Where I Would Invest My Money - An Intro to Index Tracking Funds

Only 12% of professional money managers have beaten the market over the last 15 years. If they can’t do it, chances are we can’t either. Therefore, invest in an S&P 500 index tracking fund with the lowest fees possible

Paul Farah
Paul Farah
Learn From Your Investing Mistakes

Learn From Your Investing Mistakes

We all make mistakes when investing; it is unavoidable, but if we want to survive in this game, we must learn from those mistakes to avoid repeating them. Even better is learning from each other’s experiences to avoid similar pitfalls altogether. With that in mind, I’d like to share a recent investment failure of mine

Paul Farah
Paul Farah
Welcome to Lockstep

Welcome to Lockstep

Welcome to the Lockstep Newsletter! I’m Paul, and I’ve spent over 19 years honing my skills in valuing businesses and uncovering high-quality companies in the stock market. Lockstep is a means for me to share what I do and how I do it.

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