Does Anybody have a clear picture of the state of HCG’s finances?
The Home Capital Group (HCG) story is quite a roller-coaster story. The Berkshire (BRK) Buffett deal raises at least as … Read more
Brian Langis
I Am Pilgrim: A Thriller [Book Review]
This is my review of I am Pilgrim by Terry Hayes. This is an excellent book and I highly recommended … Read more
Sam Zell – Am I Being Too Subtle? A Negotiation Win
Here’s an interesting quote from Sam Zell’s book, Am I Being Too Subtle? Straight Talk From a Business Rebel: My definition … Read more
Rubber Ducks And Dumb Decisions
Your assumption that a chunk of your hard earned money that goes to the government is wasted does not go … Read more
Fairfax Lollapalooza
I just got back from a two week trip to Toronto. The first week was spent exploring Toronto with my … Read more
What’s Going on with Retail (and it’s not the weather)
Interesting comments on page 15 from Steven Roth, the Chairman’s letter of real estate investment trust Vornado Realty. Here are his … Read more
17 Major Causes of Failed Acquisitions and How to Avoid Them
This sheet of paper was provided at of the Ben Graham Centre’s 2017 Value Investing Conference that I attended last … Read more
Long-Term Capital Management’s Pamphlet
If you like financial history, this piece of marketing is too good not to share. Thanks to François Denault, a … Read more
Chipotle Mexican Grill Ingredients vs Taco Bell vs Qdoba
My favorite slide of the Pershing Square European Shareholder Meeting (link): Chipotle is going throw a rough time from a … Read more
The ESPN Mobile Phone (Not Clickbait, It’s A Real Thing)
I don’t know how I missed that colossal flop but in 2006 ESPN released a black-and-red Sanyo flip phone with an … Read more
On Market Valuation
Below are my comments in an email on recent market valuation: Are stocks expensive, yes. Is it a bubble no. … Read more
I’m skipping Subway today for Wendy’s, I want to eat healthy today”
Let’s say you are on the road and you need a quick, healthy, fast meal. If you had to choose … Read more
Warren Buffett & Bill Gates: Looking Forward
While on the topic of Warren Buffett (see previous post), Buffett and his pal Bill Gates were interviewed by Charlie … Read more
The Trustees’ Dilemma – The Money Masters
John Train, one of the most respected financial author, his book, The Money Masters, published in 1980. Mr. Train shares … Read more
Uber Part Deux
Here’s the first part on Uber’s sale pitch. I just can’t get over this quote from Morgan Stanley’s pitch of Uber … Read more