We recently presented our investment thesis on KAR Auction Services (KAR) at ValueX Vail. Aside from a "leisurely hike" up the mountain at...
“Choosing individual stocks without any idea of what you’re looking for is like running through a dynamite factory with a burning match. You...
I attended my first BOTOX party this year. While I resisted the urge to join in the festivities, I believe the upside from...
In our last post, SeaWorld Worst Case, Not So Bad, we discussed the importance of questioning one’s assumptions. "Sometimes, the answer is obvious. New...
Investors like to talk about what’s working in the portfolio. It feels good to talk about investments which have played out as expected....
Edwin Catmull left Lucasfilm in 1986 when the firm's digital division was purchased by Steve Jobs, marking the birth of Pixar. After Disney...
"An individual has a stock of old opinions already, but he meets a new experience that puts them to strain. Somebody contradicts them;...
TCI was born in western Texas in 1952 when Bob Magness, a part-time rancher with a weakness for whisky and gambling, gleaned from...
This year's book challenge continues with Sam Walton: Made In America. Here are Sam's Rules for Building a Business: RULE 1: COMMIT to your business....
