Sitemap - 2014 - Base Hit Investing
A Few Thoughts on Reducing Unforced Errors
Market Truisms and Quarterback Controversies
Some Thoughts on Markel's Intrinsic Value
Buffett Thoughts on GEICO in 1976
Some Thoughts on Investment Strategies and Buffett's 1966 Disney Investment
Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo
Importance of ROIC Part 4: The Math of Compounding
Walking, Thinking, and Investing
Circle of Competence, Fat Pitches, and How To Become the Best Plumber in Bemidji
10 Years of Google and the Importance of Long Term Thinking
The Stock Market: A Look at the Last 200 Years
Buffett's PetroChina Investment: Finding Large Gaps Between Price & Value
Importance of ROIC Part 3: Compounding and Reinvestment
Macroeconomics & NBA Free Agency: Important, but not Knowable
Net-Nets: A Riddle Wrapped in Mystery Inside a Cigar Butt
Importance of ROIC Part 2: Compounders and Cheap Stocks
Importance of ROIC Part 1: Compounders and Cheap Stocks
Some Thoughts on the Berkshire Hathaway Annual Meeting
Summary Thoughts on Investment Approach
Markel (MKL): A Compounding Machine
The Importance of Pricing Power
Buffett on How to Think About Stocks
An Exercise on Thinking Differently and a Great Business
1987 Berkshire Letter and Buffett's Thoughts on High ROE
Thoughts On Return On Capital And Greenblatt's Magic Formula Part 2
Thoughts on Return on Capital and Greenblatt's Magic Formula Part 1
Thoughts on Value and Growth Part 2