On Daruma’s Watch

Monthly Small-Cap Insights for Investment Professionals

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2014 Newsletters

A Random Walk on the Stock Market Beach (September 2014)

As long-term investors, it’s easy to justify skipping a daily screen of the market. After all, we are not trying to game the market in the short-term. But the world and the market changes daily, and the long-term is made up of a series of short-terms. Today’s newsletter, drawing on my recent vacation at the beach, explains why. Read more

Do You See What I See? Three ideas for changing your investment perspective. (August 2014)

How to Debunk 35 Years of High School Myths (July 2014)

The Four Bureaucratic Horsemen of GM’s Apocalypse (June 2014)

From Ira Sohn With Love: Three Investment Ideas (May 2014)

Pawn Shops, Mobsters and the Search for Value (April 2014)

What’s Dogging Your Portfolio? (March 2014)

Blackjack, Cycling and the Power of the One Percent (February 2014)

Foodies, Fortunes and the Folly of Economic Forecasting (January 2014)