Blog

Frank Boland
September 15, 2021

It’s what we all hope to own. But if you don’t know what attributes it must have, you won’t find it. First, and foremost, it should be a fairly small business run by an entrepreneur. Personal pride and creativity drive a new business. Secondly, the founder must own a significant amount of stock. Such a C.E.O. has a different mindset than an...

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Frank Boland
August 12, 2021

The other day I came across an issue of Barron’s, dated January 10th 2015. The front page headline was titled, “Return of the Stock Pickers.” But it didn’t happened in the intervening six years nor has it in the past 15! The reason is, interest rates haven’t change. Fed funds have stayed at 0% because the two crises – financial and...

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Frank Boland
June 16, 2021

My dinner guest had just come into the restaurant, with three attractive young women. As he headed towards me, I thought to myself, “Is this a scene from Charlie’s Angels?” It was late 1987 and we were in an upscale Italian restaurant in downtown Boston. People there probably assumed he was a rock star or professional athlete. He wasn’t. But he...

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Frank Boland
May 17, 2021

Every significant bull market has at least one mutual fund manager who becomes rich and famous. A portfolio manager, such as Peter Lynch, can even achieve – for a period of time - cult status. But only, if he or she has the good luck to be at the right place at the right time. Such fame only occurs during a period of low correlation in...

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There is only one side of the market and it is not the bull side or the bear side, but the right side.

– Jesse Livermore