Someone emailed me this question: “Am I correct in assuming that when you discuss durability, you are referring to the ongoing need or want for an industry’s products or services, whereas when you discuss moat, you are referring to...
Today, I sold my entire positions in Weight Watchers (WTW) and B&W Enterprises (BW). My Weight Watchers position was eliminated at an average sale price of $19.40 a share. My B&W Enterprises position was eliminated at an average...
Someone who reads the blog emailed me this question: “Buffett has Munger, and you have Quan. It seems like in this industry, a collaboration of minds can be a potent formula for long-term success if approached correctly. That said, how...
“GuruFocus provides data on predictability of a business. Do you like this metric? Do you use this metric in your analysis? It seems to me that the more predictable a company’s historic earnings, the easier it should be to calculate the...
Someone who reads the blog emailed me this question: “If one was a widely-read value investor but only had 5-10hrs per week to spend on investing (due to employment / family constraints) and one had less than $1m, would you recommend a...
Someone who reads the blog emailed me this question: “Is value investing broken? To clarify: with worldwide debt at 200+ trillion and incomes stagnating or falling who exactly is going to go out and buy new products (whether from...
Someone who reads the blog emailed me this question: “What’s your general thoughts on negative interest rates? Do you just take that out of your consideration for US banks? I have read about some interesting analysis from smart...
Someone who reads my blog emailed me this question: “Imagine you’re giving advice to a young person (early twenties) who just got their first job and has a 401k match program or has decided to set aside part of their paycheck each...
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