Value Investing

The Outsiders Lessons

The Outsiders Lessons

Like I said in the past, I can’t recommend William Thorndike’s The Outsiders enough (More on the Outsiders). It’s one of the best book to have come out on investing in the last couple years. It’s about 8 CEOs that that […]

Let The Good Times Roll

Let The Good Times Roll

“History does not repeat itself, but it often rhymes” – Mark Twain We all have a fascination with models or signals that have some predictive capabilities. Which one of us doesn’t remember a grandparent that used to say if their […]

What’s Happenin’ Q3 2017

What’s Happenin’ Q3 2017

During periods of inflated asset prices, patience is an essential tool for absolute return investors. In addition to avoiding eventual losses associated with overpaying, patience allows absolute return investors to act decisively when valuations revert and opportunities return. While patience may be required during certain periods of […]

Koch Vs The S&P 500

Koch Vs The S&P 500

By Investment Master Class If you’ve been reading my recent posts, particularly those about Nucor, Pixar and Starbucks, you may be getting the feeling by now that we seem to be highlighting certain key points of business success over and over.  […]