I get asked a lot what my favorite blogs are. I started blogging in 2005. Most of my favorite blogs are no longer active. However, the four blogs I’d recommend right now are: 1. Anything by Richard Beddard 2. Value and...
Someone emailed me a question about Activision (ATVI), a stock I put 100% of my portfolio into a little over 16 years ago (the stock went on to return 22% a year – but, of course, I didn’t hold on to it these last 16 years): “Would it be...
I bought a new stock today. This is the first buy order I’ve placed in about 2 years. As of this moment, the new stock is just under 50% of my portfolio. To fund this purchase, I had to: · Use my 30% cash balance · Sell...
Stock I Bought Today: 50% Frost (CFR): 28% BWX Technologies (BWXT): 15% Natoco: 7% Yes, I am now 100% invested.…
You can read a new article over at GuruFocus that I wrote discussing the lignite coal mining business (NACoal) that will be left over once NACCO spins off its Hamilton Beach brand of small appliances. NACCO: Why NACoal Is Inside My Circle...
Last night, I sat down and spent a couple hours with the NACCO (NC) 10-K. For those wondering, this is the way I read a 10-K:...
A blog reader emailed me these questions: “With respect to CAKE and its same-restaurant sales decline, do you have any thoughts on the following: 1. The strength / source of its economic moat? 2. Will the cost spread between...
“Geoff, I know you already published your WTW post-mortem post but I have been an intermittent reader and after WTW’s recent run, decided to check in on your blog. I first heard about WTW as an investment thesis from your blog. I...
© 2025 All Rights Reserved.