GregSpeicher.com was founded in 2009 by Greg Speicher. Greg is a private investor who has been investing, studying and writing about the the markets since 2006. Greg built several successful offline businesses including an Inc. 500 Company which he co-founded. Buffett stated, “I am a better investor because I am a businessman.” It is in that spirit that Greg brings his years of business experience to investing. ?? Greg received his B.A. in philosophy Magna Cum Laude from the University of St. Thomas in Rome, Italy, and attended the MBA Program at the Wharton School of the University of Pennsylvania. He also studied with Bruce Greenwald at the Value Investing Executive Education Course at Columbia University.
Scale, Organic Growth, Levered Equity Driving Liberty Global by Greg Speicher. Notes from Liberty Global Annual General Meeting of Shareholders – Thursday, June 26, 2014 Value creation drive... Read more
A Review of Guy Spier's New Book "The Education of a Value Investor" by Greg Speicher "The unexamined life is not worth living” – Socrates “We have met the enemy and he is us” – Pogo Guy Spi... Read more
By my estimate, Berkshire Hathaway’s normal earning power after tax is approximately $18 billion. This puts the stock at an adjusted P/E ratio of 11x based on today’s share price. To get the... Read more
Warren Buffett has long underscored that GAAP can sometimes obfuscate the economic performance of a business. To wit, Buffett introduced the notion of look-through earnings, which comprise b... Read more
By Greg Speicher 100 Ways to Beat the Market #19: Avoid businesses subject to disruption The value of a business is the present value of all future cash flows that it will produce. Determini... Read more
#17: Select securities with a higher expected return than the market If you want to beat the market, you need to have a clear understanding of what drives market returns. Generally speaking,... Read more