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Get Some Magic in Your Stock Portfolio
Joel Greenblatt, who runs Gotham Asset Management and is a professor at Columbia University, wrote a book in 1997 with a very long title: "You Can Be a Stock Market Genius (Even if You're Not Too Smart): Uncover the Secret Hiding Places of Stock Market Profits." Greenblatt, who was a very successful hedge fund operator (Gotham Capital), wrote a book that was even more popular, "The Little Book That Beats the Market" in 2005 and updated in 2010 about magic formula investing. W
Mar 297 min read


Understanding and Overcoming Mold
I have known Ed Kampf for decades. I reached out to him last week after getting a visit from an air conditioning repair person that had alarmed me, because I knew that he knows about mold. The repair person had told me that we may have a problem with our air conditioning system and was recommending installation of a product to combat mold growth with UV light. Ed came to our home a week ago and tested to see if we had high levels of mold within the house, and we didn't. He le
Mar 222 min read


GTI Is Good, but RYM Is Bad
Rythm, Inc. (RYM) reported its Q4 today and filed its 10-K for 2025. I shared here how their Q3 was bad and that it was a horrible cannabis stock in November. Since then, it has plunged 44.5% to $17.10. It is still a horrible cannabis stock in my view. A Look at Q4 The press release pointed to the massive sequential growth in revenue, which was true: Q4 revenue grew 164% from Q3 to $10.7 million, which was up a ton from a year ago (when it was just $18K). Of course, the com
Mar 43 min read


LEEEF Must Be a Buy
I last wrote about Leef Brands on 12/14, and the stock has dropped 31% since then. I looked at some good news but thought LEEEF was still a bad cannabis stock . Since then, cannabis stocks have dropped a lot, with the Global Cannabis Stock Index declining 19.7% and MSOS plunging 26.4%. LEEEF, down more, must be a buy, right? Well, no! Why LEEEF Is Not a Buy For those who think LEEEF is down a lot, it is not. Let me updated the chart I shared in that last piece: So, LEEEF is d
Jan 272 min read


Stay on Top of ETFs!
I wrote a piece here in December about my interest in ETFs, concluding that not all ETFs are good. That piece included something about every ETF article that I had published at Seeking Alpha since October 19th. I have published a few more since then: 12/21: Approach REIT ETFs Cautiously 12/25: PEY Is Not As Bad As It Looks 01/04: Why NOBL Could Falter 01/12: SMDV: Why I Still Like It The last one was by my new alias at Seeking Alpha, The Intelligent ETF Investor . I continue
Jan 142 min read


This Falling Cannabis Stock Is Not a Buy
RYTHM, Inc. (RYM), formerly Agrify, is down 1.5% year-to-date, which is way worse than AdvisorShares Pure US Cannabis ETF (MSOS), which has gained 28.1%, and it is a little worse than the Global Cannabis Stock Index, which at 7.21 has gained 4.8%. I last wrote here about RYM on 11/11, reiterating my negative view as I called it a horrible cannabis stock . The stock was then at $31, and it is now at $28.55 as of 12/18's close. While cannabis stocks have soared recently, this i
Dec 22, 20253 min read


A High Time
I was invited to attend a program that I attended today. I was headed to a place that I had never known about, Fabric Forge , on Hillcroft and High Park near Sharpstown. I took the 9 bus, catching it at Milam and Elgin at High Fashion Home, and the bus dropped me off literally right at Fabric Forge. I went from High Fashion to High Park. Fabric Forge, which used to HTX Sewn Goods, is part of Connect Community , and it helps train people to enter the textile manufacturing worl
Dec 21, 20252 min read


Now That Cannabis Has Been Rescheduled
Yesterday's news was as expected, with President Trump issuing an Executive Order that moves cannabis rescheduling further along. If you ask ChatGPT, you will "learn" that it has been rescheduled: Chat GPT suggests that the action has already rescheduled cannabis, but I don't think that it has. I visited the DEA website, and it is still listed currently as Schedule I. There is no news about the EO at all. Attorney General Pam Bondi, who is not a fan of cannabis from what I c
Dec 19, 20253 min read


All About ETFs
The ETF market has gotten massive. What is an ETF? It stands for Exchange-Traded Fund, which was invented in Canada in 1990 and introduced in the U.S. in 1993 with the launch by State Street Global Advisors of the SPDR® S&P 500® ETF (SPY), which represented the overall market as measured by the Standard & Poors 500, a popular large-cap index. Now, there are so many ETFs, and they have expanded their scope beyond broad markets to very narrow ones. They have moved beyond just s
Dec 15, 20253 min read


Good News For LEEF Brands, But It Is Still a Bad Cannabis Stock
I have written three pieces now on LEEF Brands (LEEEF), which rallied sharply on Friday, rising 20% to $0.189. This gets it back to where it was when I wrote in mid-November that it was a terrible company and a worse stock . When I wrote about it the first time in early August, I explained why I don't view it as a good idea for cannabis investors. The stock, despite surging Friday, is down since then. In the last article, I reviewed the Q3 filings, and one of the things that
Dec 14, 20254 min read
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