UncategorizedThe Garbage BusinessTop Gun Financial PlanningOctober 28, 2024 by Top Gun Financial PlanningOctober 28, 2024068 If you wake up really early like I do, you’ll discover parts of the underbelly of capitalism. For one thing, you’ll notice all the big...
UncategorizedThe Roots Of My BibliomaniaTop Gun Financial PlanningOctober 26, 2024 by Top Gun Financial PlanningOctober 26, 20240242 My poor Mother. I moved to Davis on Wednesday and sent her an additional 12 boxes of books to store at her home. That’s on...
UncategorizedNEM: Earnings Sell Off Is A Buying OpportunityTop Gun Financial PlanningOctober 24, 2024 by Top Gun Financial PlanningOctober 24, 20240105 On Tuesday I previewed Newmont’s (NEM) 3Q earnings report saying that any selloff would be a buying opportunity. Well that selloff has arrived in a...
UncategorizedNEM: Previewing The Largest Gold Miner’s 3Q Earnings ReportTop Gun Financial PlanningOctober 21, 2024 by Top Gun Financial PlanningOctober 21, 20240137 It’s been an incredible year for precious metals investors. Gold bugs – much maligned – are finally seeing the moves they’ve long hoped for and...
UncategorizedThe Case For Defense Stocks Ahead Of 3Q EarningsTop Gun Financial PlanningOctober 20, 2024 by Top Gun Financial PlanningOctober 20, 2024071 As we enter the 2nd full week of 3rd quarter earnings, one of my focuses will be the leading defense stocks – Lockheed Martin (LMT),...
UncategorizedSweetgreen (SG): Fast Casual Health Food Chain Is A Long Term WinnerTop Gun Financial PlanningOctober 9, 2024 by Top Gun Financial PlanningOctober 9, 2024039 In “Legendary Days: Adventures In San Diego”, I wrote about Cava (CAVA), a fast casual Mediteranean restaurant chain that I think could be the next...
UncategorizedThe Challenge Of Staying Present In Pursuit Of My First WSOP Circuit RingTop Gun Financial PlanningOctober 3, 2024 by Top Gun Financial PlanningOctober 3, 20240104 You’re not trying to beat the Yankees or the Red Sox or the Blue Jays. You’re trying to beat the game of baseball through execution...
UncategorizedLegendary Days II: Bluffing My Way Through LifeTop Gun Financial PlanningOctober 1, 2024 by Top Gun Financial PlanningOctober 1, 20240563 After fending off the depression from having my right wrist put in a cast last Thursday morning due to damage to my TFCC tendon that...
UncategorizedMy Proudest Moment In PokerTop Gun Financial PlanningSeptember 28, 2024 by Top Gun Financial PlanningSeptember 28, 20240155 I’m a big believer in the idea that poker is a microcosm of life. That is, the situations and challenges you face in poker –...
UncategorizedCOST Valuation Is Absurd; When Will It Matter?Top Gun Financial PlanningSeptember 26, 2024 by Top Gun Financial PlanningSeptember 26, 2024077 Costco (COST) is a truly great company. Shoppers love it because of the great value it provides and investors love it as well because of...