How Warren Buffett was influenced by Philip Fisher
If the job has been correctly done when a common stock is purchased, the time to sell it is – almost never
How Warren Buffett’s approach diverged from Ben Graham
Buffett analyzed companies more subjectively than Graham, and he found intrinsic value in companies, such as See’s Candies, that Graham would not have touched.
The Achilles heel of the quantitative analysis of stocks
Something that knocks the pins out from our normal understanding of price earnings ratios, return on invested capital, discounted cash flow analysis, smart beta/factor ETFs, value at risk models (VAR) and even company financial statements
A collection of the best
I’ve included a short list of some favorite earlier posts
KISS, diversification and balance
Mathematical models that show price correlation will give precise answers but aren’t useful
Watchlists can be a waste of time
But I am not building up a baseball bullpen of game-ready companies
Buffett’s concept of economic goodwill vs accounting goodwill
Sunkenness – intangible investments tend to be worth less if they go wrong
Fifty years – Beaten the market
It’s amazing that 2% makes such a big difference
A business plan that depends on leverage
Mortgages on income properties will permanently reset to a higher level
Investing in a permacrisis
The prophets of doom have overlooked the all-important factor
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