Media, Communications & Entertainment Conference Liberty Media Corporation – Mark Carleton
Notes: 2017 Media, Communications & Entertainment Conference Liberty Media Corporation – Mark Carleton CHARTER They like their position but would … Read more
Notes: 2017 Media, Communications & Entertainment Conference Liberty Media Corporation – Mark Carleton CHARTER They like their position but would … Read more
This simple checklist was produced by inverting Warren Buffett’s classic article on GEICO: what mental or written checklist can we … Read more
Important stat is penetration rate in new cars; this is now in the 70-75% range. this builds a double acquisition chance: … Read more
Formula 1: great international sports franchise; 400 million+ TV audience; many parts of the business are under-exploited such as sponsorships. … Read more
2017 outlook calls for accelerated OCF growth of 6-7% Topline drivers: New builds such as Project Lightning in UK, B2B … Read more
Jeff Bezos’ Criteria For A Great Business by Greg Speicher Warren Buffett famously uses four filters when selecting an investment. … Read more
Warren Buffett On The Similarities Of Underwriting And Investing by Greg Speicher, Ideas for Intelligent Investing In 1999 Warren Buffett … Read more
I’ve written before about the somewhat unhinged attacks on risk parity for having caused the market’s August sell-off. Frankly, if … Read more
Scale, Organic Growth, Levered Equity Driving Liberty Global by Greg Speicher. Notes from Liberty Global Annual General Meeting of Shareholders … Read more
A Peek Into Ted Weschler’s Thought Process by Greg Speicher On March 3, 2014 on CNBC’s Squawk Box, Ted Weschler … Read more
Berkshire Hathaway: An 80 Cent Dollar? by Greg Speicher “It is better to be roughly right than precisely wrong.” – John … Read more
A Review of Guy Spier’s New Book “The Education of a Value Investor” by Greg Speicher “The unexamined life is … Read more
By my estimate, Berkshire Hathaway’s normal earning power after tax is approximately $18 billion. This puts the stock at an … Read more
Years ago, Warren Buffett said at the annual shareholders meeting that what he and Charlie Munger try to do is … Read more
Warren Buffett has long underscored that GAAP can sometimes obfuscate the economic performance of a business. To wit, Buffett introduced … Read more