Investment Research / Process

122: Lemonade Stand Analysis or How to Analyze a Stock

Remove complexity to lay a solid foundation for understanding

Sep 25, 2024

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

Sep 22, 2023

74: The Tale Of The Time Traveling Cash Flow

Thoughts On Growth

May 31, 2022 •

64: Buffett On Finding Your Circle of Competence; Berkshire's Unique Sales Policy

Finding Your Circle Of Competence

Apr 1, 2022 •

55: Why Equity Investors Should Know The Five C's Of Credit?

Rule #1: Don't lose money; Rule #2: Don't forget rule #1

Feb 18, 2022 •

49: Optimal Is Relative; Running Your Own Race; Selling It All

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Jan 31, 2022 •

43: Buffett on EBITDA; The "Stand Still" Analysis; Junto Investments

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Jan 11, 2022 •

42: Happy Birthday, Charlie!; Buffett's Bonfire Cake; Buffett on Silver; Four Sources of Investment Mistakes

“Think about the discipline it takes to think about something for three or four decades waiting for a chance to employ 2% of your assets.”

Jan 7, 2022 •

41: Newspapers and Oil Wells As Economic Equals

Charlie Munger's lesson valuing cash flow

Jan 5, 2022 •

38: Buffett on ROE; The Jack Welch Paradox; Neil deGrasse Tyson Explains A Day; JWST Delayed Again

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Dec 23, 2021 •

36: Munger's Ancestors; A Bankers' Duty; Portfolio Management; Thoughts On Cost Basis

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Dec 8, 2021 •

35: Buffett's Subtle Lesson On Moats; James Webb Telescope

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Dec 6, 2021 •

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