After Dinner Investor
On The Hunt For No-Brainers | Value Investing Podcast And News
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 →
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, …
Continue Reading about My 4 Step Research Checklist For Stocks Ideas →
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. …
Continue Reading about I am finally ready to be a shameless cloner. →
To date, there's been two acts in my life's play: before understanding The Most Important Thing and after understanding The Most Important Thing. The Most Important Thing (TMIT) solved everything for …
An Australian investor recently met Mohnish Pabrai and wrote about his experience meeting Mohnish. I love reading these fly on the wall style reports when investors meet Buffett, Munger, and Pabrai …
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 →
