Author: Greg Speicher

Jeff Bezos’ Criteria For A Great Business

Jeff Bezos’ Criteria For A Great Business

Jeff Bezos’ Criteria For A Great Business by Greg Speicher Warren Buffett famously uses four filters when selecting an investment. Does he understand the business? Does it have a competitive advantage? Does it have able and trustworthy management? Can it […]

A Peek Into Ted Weschler’s Thought Process

A Peek Into Ted Weschler’s Thought Process

A Peek Into Ted Weschler’s Thought Process by Greg Speicher On March 3, 2014 on CNBC’s Squawk Box, Ted Weschler discussed Berkshire’s investment in DaVita Healthcare Partners. Weschler listed three broad filters he uses for investing in healthcare stocks. Does the […]

Berkshire Hathaway: An 80 Cent Dollar?

Berkshire Hathaway: An 80 Cent Dollar?

Berkshire Hathaway: An 80 Cent Dollar? by Greg Speicher “It is better to be roughly right than precisely wrong.” – John Maynard Keynes “Intrinsic value is an estimate rather than a precise figure.” – Warren Buffett $243 billion – Berkshire Hathaway’s […]

U.S. Bancorp: The Best of The Crop

Years ago, Warren Buffett said at the annual shareholders meeting that what he and Charlie Munger try to do is figure out what a company’s Value Line sheet will look like in ten years. Of course, this can only be […]

100 Ways to Beat the Market: #30, #31 and #32

100 Ways to Beat the Market: #30, #31 and #32

By Greg Speicher #30: Respect the efficiency of markets. Value investing is seemingly more popular than ever. Books on value investing continue to multiply. Several universities offer programs based on the principles of value investing, and a number of MBA programs […]