On The Hunt For No-Brainers | Value Investing Podcast And Blog
This is a market for special situations and merger workouts. I find myself attracted these days to situations like Seritage and Activision Blizzard. Nothing is ever a sure thing, but it feels good …
Continue Reading about How I made an annualized return of over 130% on Continental Resources →
My bias is to try and hold wonderful businesses forever. In that spirit, I've created this wonderful business holding checklist to help slow me down when I think about selling a wonderful business. …
Continue Reading about Wonderful Business Holding Checklist →
My investing skills have improved exponentially since I started this journey as the After Dinner Investor in 2018. The skill growth is mostly due to the low starting point. Even though I could talk …
Yes! Another eureka moment! Whenever I watch a Mohnish Pabrai, Warren Buffett, or Charlie Munger interview or lecture, there's always a eureka moment where I'm shouting for joy because anther …
Continue Reading about Mohnish Pabrai Rejects Stock Ideas As Quickly As Possible →
In 2008, Alice Schroeder, author of "The Snowball: Warren Buffett and the Business of Life," gave a very interesting talk to the Darden School of business at the University of Virginia. The talk is …
Continue Reading about Why Buffett Invested In Mid-Continent Tab Card Company →
