Watchlist Investing

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105: Value Investor Tools Of The Trade (Buffett Weighs In)
Here are some of the resources I use, both free and paid.
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104: Good Research Takes Time (Bonus: Buffett Video)
A behind the scenes look at my process updating research on a company and some advice from Warren and Charlie
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103: Football Holds Clues To Successful Investing
American Football or Soccer (Take Your Pick) Is A Good Way to Think About Investing
102: Electric Utility Industry
Electric vehicles and AI Cloud computing are waking up a giant that's been sleeping since 2005.
Back to Basics #1: Return on Capital. Or, Why We Invest
Your neighbor's kid's lemonade stand and Berkshire Hathaway have this in common.
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101: Updated Berkshire Hathaway Valuation
Returning from my hiatus...
100: Interest Rates & Bank Balance Sheets
Thinking through the fair value of loans and the equity value of banks.
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99: Bottling The BRK Culture; Meeting Greg Abel; Gratitude; and Other BRK AGM Thoughts; Newsletter Discount
Fresh off my 10th and arguably best/most fun BRK meeting
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Watchlist Investing
Watchlist Investing
Exploring timeless investing concepts in the search for great businesses.
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