THIS WEEK’S FOCUS
The most valuable insights often hide in plain sight. This week, I explored two seemingly different topics that share a common thread: the art of identifying lasting value.
Whether examining the semiconductor companies poised to power our technological future or distilling Warren Buffett's timeless money principles, the question remains the same—what separates genuine opportunity from mere noise?
These videos represent my attempt to cut through the complexity and focus on what actually matters for long-term wealth building.
LATEST FROM THE CHANNEL
Semiconductor Stocks Analysis
The semiconductor industry stands at a fascinating crossroads. In my latest analysis, I dissect three chip stocks through the lens of what really matters: financial health, competitive moats, and sustainable growth.
ASML's near-monopoly position fascinates me—they've built something genuinely irreplaceable. Qualcomm's transformation tells a different story, one of resilience and strategic repositioning. And Nvidia? The numbers are extraordinary, but I wanted to look beyond the hype at the underlying business fundamentals.
I examine ROIC, margins, debt levels, and growth trajectories to understand which of these companies offers genuine long-term value. It's not about picking tomorrow's winner, but understanding which businesses have built advantages that can compound over years.
TODAY’S PARTNER
A New way to Earn Income from Real Estate
Commercial property prices are down as much as 40%, and AARE is buying income-producing buildings at rare discounts. Their new REIT lets everyday investors in on the opportunity, paying out at least 90% of its income through dividends. You can even get up to 15% bonus stock in AARE.
This is a paid advertisement for AARE Regulation CF offering. Please read the offering circular at https://invest.aare.com/
FROM THE ARCHIVE
Warren Buffett's Money Skills
What separates Warren Buffett's approach from the countless investors who've come and gone? I've distilled his philosophy into seven fundamental money skills that anyone can cultivate.
These aren't secrets or complex strategies—they're deceptively simple principles that require discipline to execute. Long-term thinking, putting capital to work intelligently, protecting against permanent loss, continuous learning, building sound habits, avoiding debt traps, and having courage when opportunity presents itself.
Each skill reinforces the others, creating a framework for sustainable wealth building. This isn't about mimicking Buffett's stock picks; it's about adopting the mental models that have guided his decisions for over seven decades. The video explores how these timeless principles apply to investors at any stage of their journey.
GO DEEPER
If you're ready to go deeper, I've built tools and courses for serious students: my Analysis Library, Intrinsic Value Calculators, and the Stock Investing Academy. These aren't get-rich-quick shortcuts—they're the infrastructure for patient, intelligent investing.
Get access to our great tools:
Analysis Library
Analysis Table PRO
Smart Money Portfolios
4 Intrinsic Value Calculators
Get access to our:
Stock Investing Academy
and learn how to make your money work for you.
WHAT I USE (AND RECOMMEND)
These are the tools I actually use in my own research and investing. Each link includes a special discount for readers.
👉 SHARESIGHT (4 Months FREE)
👉 SEEKING ALPHA ($30 OFF)
👉 FORECASTER (10% OFF with code: Bald10)
👉 FISCAL AI ($50 OFF)
👉 ALPHA PICKS ($50 OFF)
👉 SEEKING ALPHA + ALPHA PICKS BUNDLE ($159 OFF)
THANKS FOR READING!
For more stock breakdowns, portfolio reviews, and investing strategies:
Until next week,
Bald Investor

