Follow Up on CBRE

December 9, 2016 Process 10 Comments

On this blog, I try to be as transparent as possible.  That is why I publicly track the stock performance of all of the companies I write about.  I do not try to play up my wins and bury my…

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How Are We Doing?: A Second Look at Amerco (UHAL)

September 7, 2016 Moats, Process 5 Comments

This post is the second in an occasional series where we will review our previous analysis – the good, the bad and the ugly – to discern what we are doing right and what we can improve. After the self-flagellation…

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How Are We Doing?: A Second Look At Conn’s

July 29, 2016 No Moat, Process 1 Comment

This post is the first in an occasional series where we will review our previous analysis – the good, the bad and the ugly – to discern what we are doing right and what we can improve. A key skill…

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Introducing the Punchcard Investing Watchlist

July 18, 2013 Moats, Process 2 Comments

The Punchcard Investing Watch List has been initiated and can be found here.  It includes the first 3 moat companies we have looked at.  The four factors refer to the four factors Buffett and Munger use to evaluation companies.  Buffett…

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Welcome to Punchcard Investing

July 2, 2013 Process 10 Comments

"I could improve your ultimate financial welfare by giving you a ticket with only twenty slots in it so that you had twenty punches - representing all the investments that you got to make in a lifetime. And once you'd…

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