May 1, 2015 | Corporate Management, Economics, Investment Idea, Investment Process, Portfolio Management
Tomorrow, Saturday May 2nd, 2015, Warren Buffett and Charlie Munger will hold court over a crowd of 40k+. As they do every year, they will spend several hours answering questions about the current and future workings of Berkshire Hathaway. Three journalists and three...
Aug 14, 2014 | Investment Idea
While the overall economy’s slow growth presents an investment headwind, there are still opportunities. Of course, sales growth is not a prerequisite for investment success. Plenty of people have gotten rich buying depleting assets like oil wells. Price paid is...
Jan 17, 2014 | Investment Idea
(This was originally published on Seeking Alpha on Jan 13, 2014.) At this week’s Consumer Electronics Show, World Wrestling Entertainment (WWE) announced the launch of WWE Network. Covering the event, The Wall Street Journal wrote, “World Wrestling...
Jun 8, 2011 | Capital Allocation, Corporate Management, Investment Idea, Investment Process, Valuation
Microsoft (MSFT) is as out of favor as out of favor can get. Apple adds “i” to the word “Cloud,” talks about it at a developer conference, and Steve Jobs is on the front page of the Financial Times. Microsoft releases the fastest selling operating system of all time...