Sitemap - 2015 - Base Hit Investing
The Misunderstanding of Peter Lynch's Investment Style
Valeant, Short Selling, and the Too-Hard Pile
David Einhorn and Reasons Why Widely Followed Stocks Get Mispriced
A 31-Year Old Buffett Discusses the Stock Market
Wells Fargo and the Incredible Predictability of Deposit Growth
Some Thoughts on Coal Companies and Railroads
Buffett on Taxes (1965 version)
Lessons Learned from A History of Oil
Drivers of ROE in the Context of Portfolio Management
Focus on the Key Variables of an Investment
Michael Burry: Focus on Bargains and not Stock Market Valuations
Charlie Munger Comments and the Art of Stock Picking
Risk and Portfolio Management Similarities between Joel Greenblatt and Stanley Druckenmiller
Things You Didn't Know About Buffett’s Strategy
Simple Concept of Intrinsic Value Part 2
Portfolio Turnover--A Vastly Misunderstood Concept
Being Cheap, Best of Munger, a Rare Bezos Interview, and Other Links