Comfortability drives my investing allocation decisions. The more comfortable I feel in terms of understanding a business, the margin of safety, and the risk vs reward prospects, the more willing I am …
10 Ways To Become A Better Value Investor
To some of us, value investing sounds so simple. As Warren Buffett has pointed out, this doesn't happen to everyone, but for some of us, as soon as we first hear about value investing, something …
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Lessons From Charlie Munger’s Investment In California Apartments
Turns out Charlie Munger has one more huge investment that we didn't know about, a stake in a $1.2 billion California apartment business. Bloomberg writes about Charlies investment, and the story also …
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My vision for Warner Media Discovery – Call it HBO Max
I hope you’re having a good weekend and happy Memorial Day to my fellow Americans. Let’s talk about what business could look like for WarnerMedia Discovery after they merge. Call it HBO Max John …
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My 4 Step Research Checklist For Stocks Ideas
Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
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I am finally ready to be a shameless cloner.
Every day I remind myself to be a shameless cloner. I do this when I walk by the 10 commandments of investment management, which hang on my office wall. But I failed to accomplish this last year. …
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