Sitemap - 2016 - Base Hit Investing
Two Important Investment Principles
Saber Capital Investor Note - Thoughts on the Election
The Competitive Advantage of an Owner-Operator
Buffett's Three Categories of Returns on Capital
Practicing a "Punch Card" Approach to Investing
A 1977 Warren Buffett Interview From the WSJ Archives
Weekend Reading: WeChat's Huge Moat in China
Reinvestment Moat Follow Up: Capital Light Compounders
Notes on Credit Acceptance Corp (CACC)
Buffett's Investment in Dempster Mill--A Cigar Butt
The Market Value Fluctuations of the 10 Largest Companies
Calculating the Return on Incremental Capital Investments
Importance of ROIC: "Reinvestment" vs "Legacy" Moats
Warren Buffett 1998 Talk at University of Florida
Lessons from the Fall of SunEdison
Base Hits vs. Swinging for the Fences
General Thoughts on Portfolio Management and Diversification
Berkshire Hathaway is Safe and Cheap
Comments on Mistakes and Buffett's Original Berkshire Purchase
Outerwall, Buybacks, and Activists
Some Notes on Fastenal's Results