Munger’s Parody
Notes from Charlie Munger's annual meeting at the Daily Journal are making the rounds. This parody, from a few years back, was too...
February 21, 2017
Buffett’s Most Memorable Moments
This week would normally mark our annual visit to Omaha for Berkshire's Annual Meeting. Since we are taking a rain check this year, I...
April 29, 2016
Joel Greenblatt on Value Investing
I recently re-read Greenblatt's Little Book That Beats The Market to prepare for a presentation to Jacob's Fork Middle School on investing (see...
March 30, 2015
What I’ve learned from Warren Buffett
This year is the 50th anniversary of Warren Buffett taking control of Berkshire Hathaway. "He has provided generations of investors with a great...
February 17, 2015
Return of the Grave Dancer
Although there was no mention of Grave Dancers in Thorndike's Outsiders, we'd add Sam Zell to the list of Capital Surgeons. Here are a...
August 17, 2014
The Outsiders: Capital Surgeons
William Thorndike’s “Outsiders” has sat on my desk since first reading the book last summer. Recent market action presented us with an opportunity...
August 10, 2014
Lessons from Omaha
Glad to be back in Lenoir this morning, applying a few lessons learned from the Oracle after a whirlwind tour through Omaha with...
May 5, 2014
Buffett’s Alpha & Suspicious Minds
In a few weeks, I'll be officially crossing Berkshire's Annual Meeting off my bucket list. Many thanks to our friends in the furniture...
March 24, 2014
Badges, We Don’t Need No Stinkin’ Badges
Our recently published Annual Letter has received some good feedback from friends, some of whom noted that anything over fifteen pages should be...
February 15, 2014