Buffett’s Underrated Investment Attribute

A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During this review, I came across a couple old posts that I wrote on the topic of circle of competence: Sears and 7-Foot [...]

Read more...

China Thoughts And The Circle Of Competence

I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking with employees and business owners, and just observing some day to day life in Beijing and Shanghai. I have spent a [...]

Read more...

Star Manager’s Case Study of a Great Business vs. a Net-Net

Over the weekend I was reading through some Charlie479 posts on VIC (who I’ll introduce below). He recommended a company called Winmall & Co (WNMLA), a small, illiquid, management-controlled stock in 2001 that was selling for about 43% of net cash. Below is an interesting comment Charlie479 made in response [...]

Read more...
Saved Articles
X
TextTExtLInkTextTExtLInk

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers


0