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Some Thoughts on Investment Strategies and Buffett’s 1966 Disney Investment

There seems to be a strange dichotomy in the value investing universe: those who buy so-called compounders, and those who buy so-called cheap stocks. I want to own businesses that are building value,...

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Buffett Thoughts on GEICO in 1976

I’ve been spending the vast majority of my time working on a number of new investment ideas, but I do find time to catch up on reading the paper. Earlier this week I came across a post on one of the...

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Market Truisms and Quarterback Controversies

Long time readers of the blog know that I’m a big sports fan, and occasionally I’ll use analogies from the sports world to make a point on investing. There are many flaws in the efficient market...

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A Few Thoughts on Reducing Unforced Errors

This weekend I came across a link to an excellent Manual of Ideas interview with Allan Mecham that I’ve read before, but I decided to read through it again. There are a few key points that Mecham...

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The Simple Concept of Intrinsic Value

“The newer approach to security analysis attempts to value a common stock independently of its market price. If the value found is substantially above or below the current price, the analyst concludes...

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Being Cheap, Best of Munger, a Rare Bezos Interview, and Other Links

I was catching up on some links and articles this weekend. Sometimes, things that are interesting but not time sensitive get pushed to the back burner. In these cases, I sometimes create a file filled...

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Simple Concept of Intrinsic Value Part 2

I wrote a post recently on intrinsic value, and I received some comments and questions that made me think a lot of readers are still looking for a formula to calculate a stock’s value precisely. I...

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Things You Didn’t Know About Buffett’s Strategy

Last weekend I spent a couple hours reading through Buffett’s old partnership letters (again). I was looking for something specific that I remembered him talking about, but then as I was flipping...

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Risk and Portfolio Management Similarities between Joel Greenblatt and...

I have been busy over the past couple of weeks. My wife gave birth to twins about two weeks ago, and now that I am back in the office, I am catching up on some reading. While we were in the hospital...

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Charlie Munger Comments and the Art of Stock Picking

Charlie Munger is not only insightful, but he’s an entertaining guy to listen to. These Munger comments below were compiled by Aznaur Midov from the annual meeting for Daily Journal Corporation, a...

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