In my Starbucks (SBUX) guest post at Dividend Power I explain why there is not a chance that I would invest in the company. Starbucks' (SBUX) investors have been rewarded with an annual rate of return in the upper teens if shares were acquired at the end of August 1995 and never sold. It [...] The post Invest In Starbucks Now? – Not A Chance appeared first on Financial Freedom Is A Journey ..read more

I have covered Copart (CPRT) in several prior posts that are accessible through the Archives. When I wrote my May 17, 2024 Copart – A Wonderful Wide Moat Company post, CPRT had recently released its Q3 and YTD2024 results. We now have CPRT's Q4 and FY2024 results (released after the September 4 market close) thus [...] The post Copart – Extracting Gold From Junk appeared first on Financial Freedom Is A Journey ..read more

  I periodically receive inquiries as to what books I have read/am reading, and therefore, created a page on this site in which share a selection of books I have found to be entertaining and/or thought-provoking; a few are still on my list of books to read. This page has been updated with links to [...] The post Books Update appeared first on Financial Freedom Is A Journey ..read more

This FFJ Portfolio - August 2024 report recaps my investment activity during the month. Purchases During the month of August I made the following purchases: HEICO (Class A) (HEI-a) 100 shares @ ~$189.47 on August 27 in a 'Core' account. My rationale for increasing my exposure is explained in this August 27 post. Brookfield Asset [...] The post FFJ Portfolio – August 2024 appeared first on Financial Freedom Is A Journey ..read more

  I first reviewed Veeva Systems (VEEV) in my December 26, 2023 post at which time I indicated I had placed it on my 'Watch List'. The last time I reviewed it, however, was in this March 21, 2024 post at which time I disclosed my decision to initiate a position in the FFJ Portfolio. [...] The post Veeva Systems – Strong FCF and a Fortress Balance Sheet appeared first on Financial Freedom Is A Journey ..read more

  In my December 19, 2023 post, I touched upon why I think investors can create wealth with a HEICO (HEI and HEI-a) investment. I subsequently covered HEI in a January 8, 2024 guest post at Dividend Power. When I reviewed HEI in my January 8, 2024 guest post, the most currently available financial information [...] The post HEICO Exposure Increased Despite Rich Valuation appeared first on Financial Freedom Is A Journey ..read more

I last reviewed Zoom Video Communications (ZM) in my May 21, 2024 post. At the time, the most currently available financial information was for Q1 2025. With the release of Q2 and YTD2025 results following the August 21 market close, I revisit this existing holding. WARNING: ZM is not to be confused with ZoomInfo Technologies [...] The post Zoom Video Communications Continues To Impress appeared first on Financial Freedom Is A Journey ..read more

Cyber criminal activity is becoming increasingly common and damaging. Cybersecurity companies, therefore, have captured the interest of many investors. While investment opportunities abound, it is important not to overlook the risks when investing in this sector. This is a highly fragmented industry. While many companies offer compelling solutions, some have yet to demonstrate consistent profitability [...] The post Palo Alto Networks – The Current Valuation Is Too High appeared first on Financial Freedom Is A Journey ..read more

Despite Walmart (WMT) being my 3rd largest holding when I completed my 2024 Mid Year FFJ Portfolio Review, I do not actively follow it. In fact, the last time I analyzed WMT was in my June 29, 2021 guest post at Dividend Power. What I like about WMT is that I do not worry about [...] The post Walmart – Current Valuation Deters Me From Increasing Exposure appeared first on Financial Freedom Is A Journey ..read more

Home Depot (HD) is perennially overvalued. If you, therefore, decide to invest in the company the decision typically comes down to how much are you willing to 'overpay'. I last reviewed HD in this February 22, 2023 post. My conclusion was that shares were still overvalued despite the recent share price pullback. At the time [...] The post Home Depot – Headwinds Persist But Long Term Outlook Intact appeared first on Financial Freedom Is A Journey ..read more