Here is a list that will be updated from time to time to provide additional links to other information shared on social media. Material Shared on LinkedIn SlideShare The above link will allow you to view the following papers that were written in the past… Warren Buffett and GEICO Case Study Westlake Chemical PaperAssessing Competitive Advantage in Flow Control Industry (Flowserve) Strategy Recommendation for Lindt & Sprüngli
Many Important Value Investing Lessons I Learned or were Reinforced by Reading Warren Buffett’s Letters to Berkshire Hathaway Shareholders Please see my disclaimer before reading anything on this website. Over the past several months I read and studied all of Warren Buffet’s letters to Berkshire Hathaway shareholders. Shortly after reading most letters I created short posts on LinkedIn including comments about the letter, quotes I liked and information about what else could be learned from the letter. The brevity of…
Since updating the Experience section of my LinkedIn profile I have received several requests along the lines of “can we work on investment ideas together?“, “can we share investment ideas?” and “would you like to be paid money for your investment ideas?” and each of these requests have been met with a polite (hopefully) but firm (necessary) “no thank you“. Since I would like to discourage such requests in the future, I will share several reasons why I have the…
The following is a simple (if I did a good job explaining it) math lesson on how to calculate important multiyear metrics used to measure asset manager or portfolio performance. These are compound annual growth rate (also known as CAGR) and compound return (also known as cumulative return). Say you have a fund that reports total returns for the past three years (and you trust the firm and its numbers): Year1 = 16% Year2 = 25% Year3 = -4% Convert…
Any information provided here should be viewed as either my opinion or a description of how I do/would do things. In no way am I giving investment advice (please see the disclaimer). Two things will be discussed in this post (both are interrelated): More about my journey to becoming a value investor My thoughts on what approach should be used to invest one’s capital (higher level view) As I indicated in a previous post, my long journey to value investing…
As this is my first actual post ( My SlideShare papers are here ), I would like to welcome you to this website. In the coming years, I hope to share useful information that could be on any topic I find interesting, but most will be related to value investing or the many disciplines related to it. Any information I provide should be viewed as either my opinion or a description of how I do/would do things. In no way…
This website and its contents are designed to provide competent and reliable information regarding the subject matter covered. However, it is offered with the understanding that the author and owner are not engaged in rendering legal, accounting, financial, or other professional advice. Laws and practices often vary state to state and country to country, and if legal or other expert assistance is required, the services of a competent professional person should be sought. The author and owner specifically disclaim any…