Martin Raymond

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The masochistic stock market investor

Frequent consultation of stock prices can be a form of masochism for the long-term investor, as Nassim Nicholas Taleb brilliantly explains in his book Fooled by Randomness. Find out why constantly watching the evolution of your portfolio can be detrimental to your mental health, and how behavioral psychology explains our disproportionate reaction to losses compared to gains.

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Winpak (TOR:WPK): the rationality of managers at the service of shareholder enrichment

Winpak (TOR:WPK): the rationality of managers at the service of shareholder enrichment

In this post, we explore the critical importance of excess capital management by corporate executives and its impact on shareholders. The analysis focuses particularly on the dividend distribution strategy and decisions of Winpak ltd, illustrating how management choices can influence value creation for investors.

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Dividends, a harbinger of good management and a hedge against market downturns

With technology companies dominating investor attention, the importance of good dividend stocks is often overlooked. This article explains why it's crucial to keep around 40% of your portfolio in regular dividend-paying anchor companies, offering valuable protection during bear markets.

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